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About
Explore why we're the simplest most cost of effective. Other real estate document systems include features that you simply don’t need. Simple real estate document storage with great real estate-specific features. Don’t pay for ridiculous features you don’t need. Now is the time to go digital and now is the time to select the most cost-effective real estate document filing solution possible. As low as $30 a month for a complete, real estate-specific document storage solution. You never pay on the number of agents or client files. Your monthly storage fee is the only fee. Broker upload, agent upload, email and share, and auditor access with ease. You can download your files at any time. Create a digital environment to maintain compliance and a workflow environment for you, your licensees, and your clients. Take a test drive with no required commitment. Dating back to 1989, the Key Companies have been providing real estate-related services to thousands of clients across the United States.
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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
Businesses in the real estate industry in need of a solution to manage, share, audit, and store real estate documents
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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
$50 per month
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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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationReal Estate Cabinet
United States
www.realestatecabinet.com
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Company InformationeState Planner
Founded: 2017
Canada
www.e-stateplanner.com
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Amazon S3
Microsoft Office 2021
Revver
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