Make it easy for your clients to understand & visualize their
Estate Planning Options
with
EstateGen is an easy to use online tool that helps attorneys and other estate planning
professionals visually explain and present estate planning options to clients
from start to finish. Learn More!
Built for Estate Planning Professionals Built for Estate Planning Clients
EstateGen was created to assist attorneys in helping their clients understand the Estate Planning process. Making sure that your clients’ needs and wishes are fulfilled is therefore of the utmost importance. Conveying complex estate planning and tax concepts to clients is a daunting task for anyone. EstateGen helps lawyers explain what they have done and why, and allows clients to visualize their estate plans in motion, from start to finish.
Clients can have remote access to each scenario so they can review their estate plan on their own time. This allows them to fully grasp their plan after they’ve left your office while also sharing the plan with family members so everyone is informed about the client’s wishes.
Benefits to Choosing EstateGen
  • Streamline Your Process
    Collect client information and centralized data storage
  • Multiple Scenarios in Seconds
    Build different options based on clients needs
  • Share Interactive Visual Presentations
    No more boring PowerPoints

Net Worth
$250,000.00

$83,333.33 $83,333.33 $83,333.33
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How it works
  • Enter Client Information
    Streamline Your Process
    Collect client information and centralized data storage
  • Easily Create & Save Multiple Estate Plans
    Multiple Scenarios in Seconds
    Build different options base on clients needs
  • Present and Share the Plans with Clients
    Share Interactive Visual Presentations
    No more boring PowerPoints
Features
Easily Input Client Information
Create Multiple Scenarios in Seconds
Professional, Interactive Client Presentations
Features
Brand Your Platform
Remote Access for Clients
Centralized Document Storage for Clients
Comprehensive Client Information