# eState Planner Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about eState Planner Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more. Source: https://www.capterra.com/p/255184/EState-Planner --- # eState Planner Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pricing](#pricing)[Support](#support) eState Planner ## What is eState Planner? e-State Planner is a cloud-based software built for lawyers by lawyers. It provides the expertise and tools you need to help build your client’s estate plan, quickly and accurately, while delivering an amazing client experience. ## What is eState Planner used for? [Legal Case Management](https://www.capterra.com/legal-case-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$99 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for eState Planner?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://e-stateplanner.com&name=eState Planner) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### eState Planner 0.0 VS. [4.4 (203)](https://www.capterra.com/p/58931/Neos/reviews/) Starting Price CA$99 Flat Rate, Per Month Starting Price $109 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.3 (545) Value For Money 0.0 (0) Value For Money 4.3 (484) Customer Service 0.0 (0) Customer Service 4.4 (529) ## eState Planner alternatives [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (286)](https://www.capterra.com/p/140815/Filevine/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [4.8 (76)](https://www.capterra.com/p/165422/CloudLex/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about eState Planner Overview ### What company size and specific industries is eState Planner built for? eState Planner is designed for law firms of all sizes, including sole practitioners and larger firms. It is built for the legal industry, with pricing plans that suit small practices as well as mid-sized and larger legal organizations. Features and Usability ### What are the key features of eState Planner? eState Planner offers case notes, client management, and document management as its core features. These functions support recording case details, organizing client records, and storing related documents in one system for estate planning workflows. Getting Started and Support ### What training and onboarding options does eState Planner offer? eState Planner provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for learning features and setup steps. Getting Started and Support ### What customer support options does eState Planner offer? eState Planner provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support. With no reviewer feedback available on support, user experience details such as response speed, helpfulness, or common issues cannot be described from catalog data alone. ## Pricing Free Trial Basic CA$99.00 Flat Rate,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.