Related Products
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About
A single solution to generate leads and turn them into lifelong clients. Market Leader wrote the book on lead generation and technology in the residential real estate industry. Today, Market Leader provides innovative cloud-based technology and marketing solutions for real estate professionals across the United States and Canada. The company serves thousands real estate agents, brokerages and franchisors, offering complete end-to-end solutions that enable them to grow and manage their businesses. Market Leader's subscription-based real estate marketing software – including websites, CRM, a marketing center with automation and thousands of professionally designed assets, and lead generation services, is powered by Smart Lead Technology and helps customers generate a steady stream of prospects, plus provides the systems and training agents need to convert those prospects into clients and meet their transaction goals.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Real estate professionals looking for innovative cloud-based technology and marketing solutions
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Audience
Estate-planning lawyers, trusts and estates firms requiring a solution to intake clients, craft estate plans and generate customized legal documents
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$119 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMarket Leader
Founded: 1999
United States
www.marketleader.com/products/professional-for-agents/
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Company InformationeState Planner
Founded: 2017
Canada
www.e-stateplanner.com
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Integrations
dotloop
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