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About
The easy way to protect, organize and optimize your most important information. Everything you need to keep your family organized and prepared, in one place. Keep family IDs and vaccine cards on hand. Organize and share family passwords. Catalog valuables for insurance purposes. Document financial accounts and investments. Receive auto-reminders to keep things up-to-date. Secure estate and legal documents. Invite family members and trusted advisors. Most families are spread out in different locations, with important legal, financial, and medical documents splintered between filing cabinets and digital storage. And as digital family information grows in volume, it's increasingly stored in separate places. That’s where Trustworthy comes in. Between the little things like renewing your passport and the big things like planning your estate, we built Trustworthy so that you and your loved ones are prepared for whatever may come.
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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
Anyone in search of an operating system to protect, organize, and optimize their most important information
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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
$120 per year
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 InformationTrustworthy
United States
www.trustworthy.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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Integrations
Better Business Bureau (BBB)
Norton 360
TrustedSite
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