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About

LegalZoom provides the legal solutions you need to start a business, run a business, file a trademark application, make a will, create a living trust, file bankruptcy, and handle a variety of other common legal matters for small businesses and families. Since the process involved in starting a business can be complicated, we provide services to help start an LLC, form a corporation, file a DBA, and take care of many of the legal requirements related to starting and running a business. If you are interested in protecting your intellectual property, LegalZoom offers trademark and copyright registration services, as well as patent application assistance. It's essential for everyone to have a last will and testament and a living will, and you can get yours done efficiently and affordably through LegalZoom. For those who have more advanced planning needs, our living trust service is available. With all our services, you have the option to speak to a lawyer and tax professional.

About

eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small businesses in search of a technology platform that provides access to professional legal advice

Audience

Estate-planning lawyers, trusts and estates firms requiring a solution to intake clients, craft estate plans and generate customized legal documents

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$119 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

LegalZoom
Founded: 2001
United States
www.legalzoom.com

Company Information

eState Planner
Founded: 2017
Canada
www.e-stateplanner.com

Alternatives

Block Advisors

Block Advisors

H&R Block

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Categories

Business Filing Supported
Estate Planning Supported
Legal Supported
Registered Agent Supported
Virtual Mailbox Supported

Categories

Estate Planning Supported

Business Filing Features

Annual Reports Supported
Business Licenses Supported
Copyright Supported
Corporate Dissolution Supported
Corporation (C Corp) Supported
Doing Business As (DBA) Supported
Limited liability company (LLC) Supported
Nonprofit Supported
Operating Agreements Supported
Patents Supported
Registered Agent Services Supported
S Corp Supported
Sole Proprietorship Supported
Trademark Registration Supported

Virtual Mailbox Features

Check Deposit Supported
Mail Forwarding Supported
Mail Scanning Supported
Mail Shredding Supported
Physical Address Supported
White-Label Platform Not Supported

Integrations

Claude Supported
Computer for Counsel Supported
Designjoy Supported
Doola Supported
Earth Class Mail Supported
Volusion Supported

Integrations

Claude Not Supported
Computer for Counsel Not Supported
Designjoy Not Supported
Doola Not Supported
Earth Class Mail Not Supported
Volusion Not Supported
Claim LegalZoom and update features and information
Claim LegalZoom and update features and information
Claim eState Planner and update features and information
Claim eState Planner and update features and information