right

Edit your clients' estate
plans with just one click!

It has never been easier to display your clients' estate planning options. Designed by attorneys for attorneys, EstateGen is a software created to make the estate planning process easier
for everyone!
30 Day Free Trial

We understand, security is priority one

EstateGen provides a safe, online environment.
Protected by SSL encryption, your clients' personal data is never at risk.
Learn More right
right

Broken pencils are
a thing of the past

Imagine being able to easily make changes on the fly for your clients without ever having to sharpen a pencil or wipe away
eraser shavings again.
Learn More

The Estate Planning Tool

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.

A FAMILIAR USER INTERFACE

Entering Client Profiles Into Your Private Database

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.

Learn more

MORE THAN A FLOWCHART

Easily Present Clients Their Options with Editable Flowcharts

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.

Learn more

PROFESSIONAL PRESENTATIONS

Leave your Client with a Clean and Professional Printout

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.

Learn more

Video Tutorials

See how EstateGen can help your clients better understand the estate planning process.

We have compiled some instructional videos to help you get started.

image

EstateGen Introduction

A Quick Tour

image

Creating a Client Profile

Client Details

image

Creating a Client Profile

Financial Information

image

Creating a Client Flowchart

Basic Flowchart Overview

image

Creating a Client Flowchart

Asset Management Overview

Our Pricing

EstateGen is a monthly subscription service.

Simply click
GET STARTED
for a free 30 day trial.

Once activated, you can choose to upgrade at any time.

Basic
Plan

FREE 30 DAY TRIAL
$79.99
per month
  • Create up to 4 new client profiles monthly
GET STARTED

Standard
Plan

FREE 30 DAY TRIAL
$199.99
per month
  • Create up to 9 new client profiles monthly
GET STARTED

Premium
Plan

FREE 30 DAY TRIAL
$249.99
per month
  • Create unlimitied client profiles monthly
GET STARTED

Get In Touch

Please contact us by email with any questions, concerns, or comments.

Sending your message. Please wait...

Thanks for sending your message! We'll get back to you shortly.

There was a problem sending your message. Please try again.

Please complete all the fields in the form before sending.

We’re here to help. Questions or suggestions will be responded to within 24 hours. Thank you.