Estate planning can be a daunting process, which is why so many well-meaning folks neglect to do what they know needs to be done. We believe the solution is to make available the core planning tools within easy reach and to empower the end-user client – with direct virtual assistance – to achieve the desired end result. That is best accomplished with the client being in complete control while utilizing ONLINE & ON DEMAND assistance throughout the process and always connected thereafter with the same easy-to-access support team. That service model describes The eStatePlan™ system.

The eStatePlan™ Overview

Client Console Navigator