We built it for you, the modern day attorney
In a few easy steps, you'll be on your way to creating the most dynamic and intuitive flow charts for estate planning available. You'll appreciate the flexibility, your customers will appreciate the visibility.
Once registered, you'll gain access to your secure admin portal. Within the admin, simply click CLIENT, followed by ADD NEW CLIENT. Follow the form instructions and enter your clients' information. Click CLIENT once again and you can now view your modular flowchart.
The admin user interface was built around a typical attorney workflow. Each entry maintains its own content and can be edited on the fly with a simple mouseover and click. Once submitted, your visual flowchart automatically updates in real time right in the front of the client, saving time and paper.
Unlike the days of having to convert your hand drawn flowcharts into a legible presentation, with a few clicks, you can print your clients' results right on the spot. They'll appreciate the professionalism, and you'll appreciate the productivity and efficiency.
See how EstateGen can help your clients better understand the estate planning process.
We have compiled some instructional videos to help you get started.
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