eState Planner

eState Planner is your estate planning software designed to streamline client intake, create error-free estate plans, and generate legal documents.

[eState Planner @e_stateplanner]

Today we’re excited to announce that the @LawSocietyLSO's Access to Innovation program has approved eState Planner as an authorized provider.

Learn more here: https://t.co/abAK3OQ8TL

[eState Planner @e_stateplanner]

📣 Estate lawyers, don't forget to sign up for this week's webinar on 'Gifting Topics in Wills'.

Hosted by Ian Hull and Suzana Popovic-Montag, this webinar qualifies for 30 minutes of CPD credits.

🗓️ Date: February 15
🕧 Time: 12:30 pm ET
🖋️ Link: https://t.co/Va5Jtr6q8E

[eState Planner @e_stateplanner]

📣 Sign up for this week's webinar on Mutual Wills!

Join Ian Hull, LSM and Jordan Atin for a discussion on mutual wills and delving into recent cases, including the Court of Appeal decision in Gefen Estate v. Gefen.

🗓️ Thur, February 1
🕧 12:30 pm ET
🖋️ https://t.co/WLaQUoKX9X

[eState Planner @e_stateplanner]

Don't forget to sign up for this week's webinar on the 'Top 10 Estate Cases of 2023'.

Join Jordan Atin on Jan 18th, to learn about ten estate cases that have shaped the law in 2023 and how they could impact your practice this year.

Register here: https://t.co/HoxfOy2CGT

[Law Society of Ontario @LawSocietyLSO]

eState Planner is an online tool that helps with estate planning and facilitates collaboration between advisors and lawyers.

As an authorized A2I participant, eState Planner can offer their services in Ontario, having met the A2I program’s standards for quality and consumer protection. Learn more: https://t.co/nQHGEvbolo

[eState Planner @e_stateplanner]

With over 3,000 claims in 2023, gain insights on the mistakes made by lawyers and make your practice safer.

We recently discussed with LawPro the trends in estate claims and strategies to prevent them. Watch the webinar recording here: https://t.co/vIxf0icHdR

[eState Planner @e_stateplanner]

We're thrilled to announce that for the second consecutive year, we’ve been recognized as the top solution in Canada for 'Estates, Wills, and Trusts' by Canadian Lawyer Magazine's readers.

We'd like to thank all our fellow professionals for trusting eState Planner.

[Canadian Lawyer Magazine @CanLawMag]

Canadian Lawyer reveals the top legal tech, service providers, and products in the ninth edition of the Readers’ Choice awards. https://t.co/y6I7JA1c5F

[eState Planner @e_stateplanner]

Join Jordan Atin this Thursday for an estate planning webinar on 'Best practices for updating wills'.

Sign up for this #CPD-accredited webinar to learn about the implications of updating your clients' wills, including codicils and other alterations.

https://t.co/c6j3cgLxqg

[eState Planner @e_stateplanner]

Estate lawyers, join us this week for a special #CPD #estateplanning webinar with LawPro. 

On Nov 23, Jordan Atin and Raymond Leclair, VP of Public Affairs at LawPro will share insights on trends and tips to avoid claims in estates.

Sign up: https://t.co/jSOhEb6QaZ

[eState Planner @e_stateplanner]

November is #makeawillmonth. To help estate lawyers with their practice, we've compiled a list of resources.

From exclusive reports, to ready-to-use checklists, check out the link below to access the MAWM toolkit.

https://t.co/KHWspjhiH4

[Ginny's Law Blog @ginnylawblogs]

November is Make a Will Month! Young lawyer interested in Estate law &looking for FREE CPD? I've had the pleasure of attending a few weekly webinars by e-state planner. They now have an on-demand library! #makeawillmonth

[eState Planner @e_stateplanner]

Join us on Nov 16 for an #estateplanning webinar on how to deal with an invalid will as an executor.

Attendees will earn 30 minutes of substantive credits by joining this #CPD-accredited webinar.

Register here: https://t.co/0zn3aWA4Ja

[eState Planner @e_stateplanner]

#Estate lawyers, complete your #CPD requirement with 20+ CPD-accredited webinars available on demand.

Hosted by Ian Hull, Jordan Atin, and other professionals, these webinars provide insights and resources designed to help you improve your practice.
https://t.co/1oaCcRVlRL

[eState Planner @e_stateplanner]

Join Ian Hull and Jordan Atin on May 4th for the second part of our webinar series on tips on multiple will planning.

Sign up here for this #CPD-accredited webinar and earn 30 Substantive minutes.

To register, visit this page: https://t.co/s5knJOfF5B

#estateplanning

[eState Planner @e_stateplanner]

You can now preview documents in eState Planner for better visibility over the plans you create.

With this update, save time by seeing the exact language that will be generated without having to download a single document.

Visit https://t.co/ylv31zTN68 to learn more.

[LSO CPD @LSOCPD]

We are delighted to welcome eState Planner (@e_stateplanner) as a Silver Sponsor of the 17th Solo and Small Firm Conference! Join us on June 8: https://t.co/uMBzYPsTio #17SoloSmall

[eState Planner @e_stateplanner]

Registrations are open for our next webinar on 'Appointing Multiple Estate Trustees'.

On March 30 at 12:30 pm ET, Ian Hull and Suzana Popovic-Montag will share will drafting tips for appointing multiple estate trustees.

To register, visit this page: https://t.co/PUKaY1iANq

[eState Planner @e_stateplanner]

Sign up for our next user webinar to learn more about 'Personal effects and pet gifts' in eState Planner.

Jordan Atin will host this interactive session and answer any questions about our program.

Visit this page to register and earn CPD credits: https://t.co/73xCX8B7V7

[eState Planner @e_stateplanner]

We are excited to announce that we recently added new customization options for powers of attorney.

Users can now modify the POAs created by eState Planner to automatically use their preferred language and precedents.

Visit https://t.co/CJxXgJnL0D to learn more.

[eState Planner @e_stateplanner]

Join Ian Hull and Suzana Popovic-Montag on Thursday, March 2, at 12:30 pm ET for a 'Review of Legal Duties of Estate Trustees, Guardians, and Attorneys'.

Sign up to join us online and earn 30 Substantive minutes.

Register by visiting this page: https://t.co/43gaRjsDhs