Alternatives to eState Planner
Compare eState Planner alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to eState Planner in 2026. Compare features, ratings, user reviews, pricing, and more from eState Planner competitors and alternatives in order to make an informed decision for your business.
-
1
NaviPlan
Advicent
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. -
2
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109 -
3
Arken
Arken
Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.Starting Price: $140.29 per month -
4
Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
5
Wealth.com
Wealth.com
Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion. -
6
GoodTrust
GoodTrust
GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.Starting Price: $149 one-time payment -
7
Eternal Pro
Eternal Pro
Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error. -
8
Trust & Will
Trust & Will
Trust & Will is an online estate-planning platform that enables individuals and families to create legally binding documents, such as wills, trusts, guardianships, and powers of attorney, via an intuitive, guided interface. Users answer straightforward questions about their assets, family structure, and wishes, and the system generates custom legal documents in minutes. The platform also supports browser-based storage of documents, secure sharing with selected individuals and attorneys, and ongoing updates as life circumstances change. With a focus on accessibility, Trust & Will helps users manage end-of-life planning without the expense or complexity of traditional law-firm engagements. Our platform is designed for self-service, but our customer support team is available to guide you every step of the way.Starting Price: Free -
9
Lawgic
Lawgic
Lawgic is a document-generation platform specifically designed for trusts & estates and family-law attorneys, which guides users through a question-and-answer interview and then automatically produces comprehensive, state-specific legal documents, including wills, trusts, premarital agreements, and marital-settlement agreements. The software uses patented “Intelligent Legal Technology” to build bespoke provisions based on attorney selections, generate client-friendly summaries of wills or trusts, and dramatically reduce drafting time, typically saving 3-10 hours per plan. It supports multiple U.S. states with tailored modules and offers integrated training and support to ensure lawyers can use the system efficiently. Lawgic emphasizes the combination of expert-developed content, time-saving automation, and high-quality output so that attorneys can focus on strategic advice rather than repetitive drafting. -
10
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
11
Luminary
Luminary
Luminary is a purpose-built, cloud-first platform designed for wealth advisors, family offices, and estate-planning professionals to transform static trust and estate documents into dynamic digital records, interactive visualizations, and actionable insights, all powered by AI assistance. With Luminary, you can upload legacy or contemporary planning documents and instantly receive clear summaries and extracted data, dramatically reducing review time by up to 80%. The system allows you to build interactive estate-flow diagrams and “waterfalls” that automatically update with asset values, offering clients clarity about who receives what and when. You can model advanced strategies such as GRATs, SLATs, and CLTs within one connected environment, compare options side by side, and deliver polished, brand-aligned presentation materials in minutes rather than days. -
12
Gavel
Gavel.io
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.Starting Price: $83 per month -
13
Wealth Docx
WealthCounsel
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement. -
14
Fabric by Gerber Life
Fabric by Gerber Life
Fabric’s free online will maker lets you create a digital last will and testament in just five minutes, guiding you through key steps like appointing a guardian, naming beneficiaries, and specifying your final arrangements, all with a simple, easy-to-understand interface. After answering a few questions, you’ll receive a downloadable document that you can sign, have witnessed, and make legally binding with a printer, pen, and two witnesses (the platform shows you exactly how). The system is designed specifically for young families, enabling you to share the will with your spouse or guardian, attach supporting instructions, and know that your assets and children are protected without paying a fee. You control who sees the file and can return to make edits at any time. While it streamlines the process and helps you complete essential estate-planning tasks quickly, the tool also advises you to review your situation with an attorney if there are complex assets or state-specific questions.Starting Price: Free -
15
LegalShield
LegalShield
LegalShield is a legal-services membership platform that gives individuals and businesses access to a network of experienced attorneys for consultation, document review, and legal representation without hourly billing. Members get unlimited legal advice on covered personal or business issues, letters and phone calls made on their behalf, document review (contracts, leases, wills), emergency legal access 24/7 for covered situations, and discounted rates if additional services are needed beyond plan benefits. The system simplifies access to legal assistance by matching members with provider law firms that average 22 years of experience, enabling secure lawyer communication via a mobile app or portal, and handling a wide range of legal scenarios, from estate planning and landlord-tenant issues to small-business matters like contract review and debt collection.Starting Price: $26.95 per month -
16
FreeWill
FreeWill
It takes less than 20 minutes to write or update your legal will, for free. Use an advance healthcare directive, or living will, to specify your healthcare wishes and appoint someone to make decisions on your behalf if you’re unable. Keep your financial accounts accessible and bills paid by appointing someone to make financial decisions on your behalf if you’re unable to. Document and distribute assets that your last will and testament does not cover, including 401(k)s, IRAs, and life insurance policies. Create a revocable living trust and fulfill many functions of a last will and testament. Also, placing assets in a trust can avoid California’s lengthy probate process. Writing your own will can feel daunting, that’s why we worked with the nation's top legal experts to create our interactive online will maker. Enter your information and create a last will and testament customized to your wishes.Starting Price: Free -
17
LegalZoom
LegalZoom
LegalZoom provides the legal solutions you need to start a business, run a business, file a trademark application, make a will, create a living trust, file bankruptcy, and handle a variety of other common legal matters for small businesses and families. Since the process involved in starting a business can be complicated, we provide services to help start an LLC, form a corporation, file a DBA, and take care of many of the legal requirements related to starting and running a business. If you are interested in protecting your intellectual property, LegalZoom offers trademark and copyright registration services, as well as patent application assistance. It's essential for everyone to have a last will and testament and a living will, and you can get yours done efficiently and affordably through LegalZoom. For those who have more advanced planning needs, our living trust service is available. With all our services, you have the option to speak to a lawyer and tax professional. -
18
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
19
TrustedHeir
TrustedHeir
Your clients have dozens to hundreds of ever-changing online assets from financial accounts, social media profiles, email, photos, and online subscriptions. Managing these frequently-changing assets for your clients offline is challenging and time consuming. TrustedHeir’s secure cloud-based application simplifies digital estate planning by empowering your clients to actively manage and update their digital estate. It’s designed to automate the process of organizing your client’s digital assets, keeping their login information up-to-date and managing the execution of the digital estate upon your client’s passing. With TrustedHeir, simply provide us with your client’s name, address and email and we’ll take it from there. From client onboarding to creating digital assets and assigning digital trustees, to upkeep of your client’s account information, we’ve got you covered. -
20
Elayne
Elayne
Elayne is a modern estate and legacy management platform designed to help families plan ahead and navigate loss with clarity and confidence. It centralizes documents, financial accounts, and key information so you can protect your wealth and ensure your wishes are honored. With AI-driven assessments and personalized recommendations, Elayne adapts your estate plan as life changes. After a loss, Elayne provides a compassionate, step-by-step settlement roadmap supported by a dedicated human concierge. Automated account discovery, claims management, and asset distribution reduce stress during an already overwhelming time. Elayne empowers individuals and families to organize, safeguard, and settle estates with peace of mind.Starting Price: $24/month -
21
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
22
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
23
Complex Interests
Complex Interests
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.Starting Price: $2000.00/year -
24
Rocket Lawyer
Rocket Lawyer
At Rocket Lawyer, we believe everyone deserves affordable and simple legal services. Our laws should protect and empower, but for too many of us, the law is out of reach, because of high costs and complexity. So, we’re changing things. Since 2008, we’ve helped over 25 million people and organizations obtain the legal help they need, at a price they can afford. Make legal documents for hundreds of purposes. We’ll ask questions to build a document that fits your needs. Get quick answers from real lawyers, easily. Ask any legal question, or have an On Call attorney review your document. Start your Premium Membership now and get legal services you can trust at prices you can afford. Securely share documentation with an attorney. Safely sign and store your contracts online. Get fast answers from licensed attorneys. Talk to an incorporation specialist about your options.Starting Price: $9.99 per document -
25
Easysoft Legal Software
Easysoft
Easysoft Legal Software-the most trusted & affordable solution for legal professionals in real estate and family law practices. It’s compliant and mobile device compatibility continue to make it the best legal calculating software for over 35 years. Easysoft Real Estate processes complex calculations for real estate transactions including automated CD and HUD, projected payments and cash to close, plus you can conduct title searches and complete1099-S reporting and file directly from the software. Easysoft Family Law offers state-specific software for family law attorneys and their staff, the New Jersey product features the Case Information Statement, worksheet comparisons, historical expenditures, child support worksheets and a time-saving client intake portal. Massachusetts Family Law software is coming soon. Ask about our product for New York uncontested divorces also. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com or call 1-800-905-7638 extension 1Starting Price: $69/month/user -
26
LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user -
27
Made For Law
Made For Law
Made For Law is a legal technology platform providing over 50 free, state-specific legal calculators and an embeddable lead generation system for attorneys and law firms across the United States. Calculator Coverage The free public library spans 11 legal categories: probate cost estimation, executor fee calculation, divorce financial planning, child support, personal injury settlement ranges, homestead exemption eligibility, Chapter 7 bankruptcy means testing, and more. All tools cover all 50 states and 3,000+ counties with state- and county-specific data. Attorney Lead Generation Law firms embed Made For Law calculators on their own websites using a no-code installation. Each embedded calculator captures visitor contact information, delivers branded results, and exports PDF summaries — automatically routing new leads to the firm's CRM, email, or intake workflow. Who It's For Solo attorneys, small firms, and midsize practices seeking a scalable, content-driven alternative tStarting Price: $49/mo -
28
SuccessionLabX
DragonVerse Media Inc
SuccessionLabX is an AI-powered Advisor OS designed for wealth advisors, family offices, and estate planners to turn client succession concerns into structured planning conversations. The platform streamlines lead capture and onboarding through a 30-question risk assessment that generates a 0-3000 score across external, internal, and relational dimensions. Advisors use credits to draft comprehensive, AI-assisted succession reports, customize them with white-label branding (logos, colors, and welcome messages), and manage client relationships within a unified CRM dashboard. Best suited for independent planners and advisory teams looking to deliver high-value succession deliverables and build client trust without building a diagnostic process from scratch.Starting Price: $99/month -
29
VERDICT.COM
VERDICT.COM
VERDICT.COM is an AI-powered legal research platform that makes legal clarity accessible to everyone. Search 5M+ real court opinions, get AI-powered case analysis with verified citations, browse 500+ legal document templates, and find attorneys from a directory of 1.8M+ lawyers across 30+ states. The platform generates UPL-compliant research briefs with favorable and unfavorable precedents, procedural requirements, and remedy types — legal research, not legal advice. Features include a document editor with AI copilot, file upload with text extraction, and court records search. Free tier available, paid plans from $8/month for expanded access, web search, and advanced document features with 350+ templates. Marketplace for legal help available shortly.Starting Price: $8 -
30
Slatewell
Slatewell
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows. -
31
Ochresoft Intelliworks
Ochresoft
Ochresoft’s core product, Intelliworks, is a market-leading legal case management and workflow solution designed by lawyers for lawyers that helps law firms streamline and automate complex legal work such as conveyancing, private client services, probate, wills, LPAs, and general legal matters while reducing risk and administrative burden. It combines intelligent automation with tailored workflows, complete matter tracking from client onboarding to resolution, and a rich legal content library that is automatically updated to reflect changes in law, regulation, and best practice, ensuring compliance and consistency in service delivery. Intelliworks integrates case management, document management, audit trails, and task reminders within a single platform to improve efficiency, reduce errors, and free legal teams from routine tasks. It also supports seamless integration with external systems and desktop tools to reduce data re-entry and enhance productivity. -
32
Trustworthy
Trustworthy
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.Starting Price: $120 per year -
33
JurisOffice
JurisOffice
JurisOffice is a seamless and user-friendly lawyer directory designed to bridge the gap between attorneys and clients, offering a straightforward, intuitive platform for all your legal needs. Users can explore various legal issues, including family law, bankruptcy, criminal law, disability, real estate, employment, immigration, personal injury, and taxes, with subcategories such as divorce, child support, DUI/DWI, elder law, social security, wrongful termination, citizenship, car accidents, business taxes, and audits. The platform features a selection of attorneys across different practice areas, enabling clients to discover their ideal lawyer with ease. JurisOffice also provides resources, a blog, and contact information to assist users in navigating their legal concerns. -
34
Legal Suite
Legal Suite
Legal Suite offers solutions for Corporate Legal Departments and for Law Firms. Legal Suite is a member of the Septeo Group, a major technology player serving legal professionals, real estate managers, and IT departments; Septeo deploys its expertise around the world to 120,000 users. Generate contracts rapidly. No more playing hide-and-seek with your documents and emails. Automate document naming for consistency. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Save time when entering data. Generate reports on activities and projects within teams. -
35
PLACE
PLACE
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.Starting Price: Free -
36
Beyond Counsel
Beyond Counsel
Clients want documents that are clear, concise and effective. Our drafting tools are made by lawyers, for lawyers, saving you time and reducing costly errors. Knowing how important a good workflow system is, however, doesn’t actually help you develop or implement one. And as an attorney, you already have less time than you need for administration and systems development – you have fires to put out and clients that need attention. BeyondCounsel’s practice tested workflow system takes your estate planning prospects from their initial contact with you, through every step of their case, and to closing their file and getting positive reviews and referrals. Below, we’ll walk you through the steps of the workflow system we’ve developed to increase your efficiency and effectively manage your estate planning cases.Starting Price: $99 per month -
37
Close It
Display Systems
DisplaySoft™ provides Real Estate Closing & Title Software with CFPB and RESPA compliant HUD forms (Closing Disclosure, HUD-1, GFE and our very own HUD Look for quick cash deals), ALTA Statements, Seller Documents, Title Commitments/Policies, 1099 filing, Data Call, Amortization Schedules & Escrow for Title Companies & Real Estate Attorneys. Generates the original HUD-1, GFE & Closing Disclosure for purchase/sale and refinance along with Balance Sheets, separate buyer/seller statements and ALTA forms. Generates a variety of fully built in Deeds, Notes & Affidavits. Import your own Microsoft Word™ documents into Your Forms for an easy to use forms maker. Generates replicas of Commitments, Policies & Endorsements. Generate a CPL & Jacket. Contains commonly used schedule B-I and B-II clauses, built in and editable. -
38
Probate Finder OnDemand
Probate Finder OnDemand
Identify decedent information, locate probated estates, file probate claims, and increase your recoveries. Remove manual work and realize a positive return on investment when pursuing estate recoveries. Our proprietary DOD Finder™ database houses 120 million date-of-death records, combining multiple data sources and providing a nearly 20% lift over the social security administration’s death master file. Continuous scrubbing of our proprietary Probate Finder® database, combined with multiple database cross-references produces the most accurate source of estate information available. Automate claim package processing to adhere to the thousands of court-specific requirements, and protect your right to payment through timely probate claim presentation. Increasing consumer debt and an aging America, among other societal factors, mean companies can no longer afford to write off decedent debt. Remove manual probate work and maintain process ownership. -
39
Notaron
Notaron
Notaron is a Remote Online Notary (RON) platform that enables individuals and businesses to securely notarize documents online through live video sessions with licensed notaries. The platform supports a wide range of use cases including real estate closings, legal documents, affidavits, and powers of attorney. Built for both notaries and organizations, Notaron provides identity verification, digital certificates, tamper-evident documents, and compliant audio/video recording. Notaries can serve their own clients or receive orders through the platform, while businesses can streamline workflows with scalable, fully digital notarization processes.Starting Price: $25 -
40
LegalThings
LegalThings
LegalThings is a contract generator for rental contracts where workflows can be set up to organize the most efficient process for the property owner. The leases can be directly linked to Property Pass, whereby the data with the correct structure can be delivered directly to the bank. Property Pass is the real estate passport for owners and creates an unambiguous truthful overview of the owner's real estate data. In this way, all stakeholders can speak the same language, easily use and reuse information that can only be shared by the owner himself. With LegalThings, all Real Estate companies are able to automate and digitize the entire contract lifecycle process. -
41
Probate Plus
Law Systems
Probate Plus is a powerful and flexible probate software accounts and management system designed by fee earners, for fee earners, since 1992. It has been specifically developed to support probate practitioners during the day to day administration of estates to ensure every probate case is managed accurately and profitably. Probate Plus provides a constant up to date auto-balancing overview of the estate with the production of accounts and cash balancing throughout the administration. This comprehensive tool is designed to manage, file, allocate and report on all data added by the user. Probate Plus proves time and again to save hours in unbillable effort sorting out the tangled web of many probate matters. Balances are always up to date and reconciliation with your firm’s accounts system is quick and easy. Use of the software is charged on a per-probate basis. No large upfront costs or ongoing annual fees. -
42
GaLexy
Legal Suite
Galexy is a customized enterprise management software for corporate and in-house general counsel with solutions for Contract and Matter Management, E-Billing, E-Signature, Document Management, Board Management, and Intellectual Property Solutions. As leading global provider of Enterprise Legal Technology®, Legal Suite supports corporate legal departments, in-house counsel, and general counsel's legal performance by providing its expertise in the fields of Enterprise Legal Management (ELM), Contract Lifecycle Management (CLM) and Governance, Risk and Compliance (GRC). Legal Suite’s software for in-house counsel addresses the day-to-day needs of legal departments such as: Contracts, Matter Management, Corporate Entities, Litigation, Power of Attorney, Intellectual Property, Real Estate, E-Billing, Legal Hold, Collaborative Portal, etc. With offices in North America, Europe, and the Middle East, the Legal Suite group can call on more than 20 years of experience, over 1,500 projects. -
43
eGO Real Estate
eGO Real Estate
eGO Real Estate is one of the leading all-in-one digital solutions for real estate companies in Europe, Latin America and many other regions and countries. Our next generation, low cost solution integrates professional real estate websites, real estate CRM software and numerous online marketing tools specifically designed for the real estate sector on a single and unique platform, allowing our customers to ensure a strong presence in the digital world. eGO Real Estate is a key piece in any modern real estate company. It is a cloud-based solution requiring very limited or no investment at all. It allows real estate brokers, agents and developers to manage their property and client portfolio and automatically publish these properties on a wide range of state-of-the-art website models and leading portals in many countries.Starting Price: $28 per month -
44
Real Estate Cabinet
Real Estate Cabinet
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.Starting Price: $50 per month -
45
Real Estate IQ
Real Estate IQ
We provide real estate solutions committed to helping you succeed, your deal is our mission. Our data portal will save you time while finding new business opportunities. You will find the cleanest and most accurate data for you to close deals more effectively, faster, and easier. If you are a real estate investor looking for tools to boost your lead generation process, you are in the right place. Dive into the latest resources tailored to provide insights, strategies, and trends that empower your real estate journey. Real Estate IQ is a lead generation and software company focused on helping real estate investors find deals within 90 days. With our prop-tech, skip tracing and CRM software, you can find off-market properties before anyone else. Receive daily updated lists of motivated sellers, including pre-foreclosures, appointment of substitute trustee, tax sales, probate, evictions, liens, code violations, delinquent taxes, and more. -
46
PropWorx
Code X Creations
All-in-One Rental and Sales Property Management and Accounting Software for Real Estate Agents with Small to Large Portfolios Our team of experienced professionals are dedicated and have been giving a positive and unique property software experience since 2004, giving our clients an edge in real estate and property market. PropWorx aims to provide a state-of-the-art rental and accounting software solution to real estate companies and property investors throughout Africa. Manage your entire property portfolio with our property administration tools directly. •Manage Rental and Sales Portfolios •Monthly Tenant Statement Processing •Distribute Tenant and Owner Statements •Owner and Tenant Online Portals •Rental Escalations •Customizable Reporting System •Full Maintenance Management •Inspection Reminders and Management System •Manage Arrear Debtors and Legal files •Bulk SMS & email Designed specifically for Trust Account managementStarting Price: $50/month/user -
47
Market Leader
Market Leader
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. -
48
Clio Draft
Clio
Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.Starting Price: $70 per month -
49
ShortTrack
ShortTrack
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.Starting Price: $10 per month -
50
Invantive Estate
Invantive
The real estate software Invantive Estate offers an integral project overview to your project managers. Invantive Estate aims to bring together all parties involved for the financial back-up, development, successful hand over and maintenance of real estate projects. The software supports you during the development of real estate projects from small projects to large scale (re) developments and from the early planning phase to aftercare and maintenance. To support all your development needs Invantive Estate supports the integral management of planning, contracts, risks and of course costs. With these features Invantive Estate allows you to easily develop your plan, execute Monte Carlo analyses, monitor the costs and revenues and calculate the end of project forecast. The advantage of this is that you have all the necessary insights to provide financial back-up of and control over your projects.