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About

Real Estate agents just click a button in their software and the order shows up! Your clients complete customized web forms, e-sign, and the data is synced with your software. Have your e-signed documents automatically sync with your title software. Eliminate re-key and time-consuming document exchange from infosheets & welcome documents with ShortTrack’s EasyDocs. Have your sellers and buyers complete their questionnaires in customized web forms and eSign with DocuSign. ShortTrack will push all the data and documents into your title production software. The entire process is automated and encrypted. Like many title agents, you have made cyber security a top issue, especially when it comes to wire instructions. Unfortunately, the real estate agents and attorneys that you work with still use their insecure email accounts as their main form of communication. Fortunately, the solution is simple.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies looking for a complete Real Estate Agency platform

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version
Free Trial

Pricing

$119 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ShortTrack
Founded: 2012
United States
www.myshorttrack.com

Company Information

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

Alternatives

Alternatives

RSign

RSign

RPost
DocuChain

DocuChain

Pandaverse OÜ

Categories

Categories

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Integrations

AtClose
dotloop

Integrations

AtClose
dotloop
Claim ShortTrack and update features and information
Claim ShortTrack and update features and information
Claim eState Planner and update features and information
Claim eState Planner and update features and information