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About

PLACE is an all-in-one real estate services and technology platform designed to support top-performing real estate teams across various brokerages. It offers a comprehensive suite of tools, including a cutting-edge customer relationship management system, lead-generation websites, transaction management solutions, and automated marketing resources. Additionally, PLACE provides services for finance, human resources, legal, recruiting, and training, enabling real estate professionals to streamline their operations and enhance profitability. The platform also features Gabbi, an AI-powered assistant that enhances client engagement by tailoring responses, managing data, and facilitating seamless communication. By integrating these resources, PLACE aims to simplify workflows, accelerate closings, and support the growth of real estate businesses.

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 Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone 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

Real estate teams and agents seeking a platform to enhance productivity, streamline operations, and drive business growth

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 Not 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

Free
Free Version 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

PLACE
Founded: 2020
United States
place.com

Company Information

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

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Vi-Pro Broker MIS

Vi-Pro Broker MIS

Virtuoso IT Solutions

Categories

Real Estate Supported
Real Estate Agency Supported

Categories

Estate Planning Supported

Integrations

No info available.

Integrations

No info available.
Claim PLACE and update features and information
Claim PLACE and update features and information
Claim eState Planner and update features and information
Claim eState Planner and update features and information