eState Planner

Legal Solutions · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Legal Solutions Software
ZI Rank: 1
Signal Type
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ZI Rank
1
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About eState Planner

A technology platform that helps lawyers and financial advisors deliver industry-leading estate planning services for their clients. eState Planner is your estate planning tool designed to streamline client intake, create error-free estate plans, and generate wills, POAs, and other legal documents.Explore more
eState Planner's Social MediaPopular SearchesVested Software Ince-State PlannerHull e - State PlannerHull e-State PlannereState PlannerSIC Code 73,737NAICS Code 54,541Show more

eState Planner Org Chart

PhoneEmail
YL

Vice President, Growth

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

eState Planner

<$5M
1-10
Private
<$5M
2019
YL
Yannick LeroyVice President, Growth
$8.5M
1-10
Private
-
-
MY
Mary YoungAdvisory Services Director, Financial
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
1991
JS
Jeffrey SaundersInvestment Advisor
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Company Profile Activity

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Among all Software companies

Low Activity

High Activity

Activity Insights

eState Planner is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

eState Planner is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about eState Planner.

eState Planner financials insights

Gather financial insights about eState Planner, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2022

Angel/Seed

$1M

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eState Planner Tech Stack

A closer look at the technologies used by eState Planner

eState Planner News & Media

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Frequently Asked Questions Regarding eState Planner

What is eState Planner's official website?
eState Planner's official website is www.e-stateplanner.com
What is eState Planner's Revenue?
eState Planner's revenue is <$5 Million
What is eState Planner's SIC code?
eState Planner's SIC: 73,737
What is eState Planner's NAICS code?
eState Planner's NAICS: 54,541
How many employees does eState Planner have?
eState Planner has 1-10 employees
What industry does eState Planner belong to?
eState Planner is in the industry of: Legal Solutions, Software
What is eState Planner competition?
eState Planner top competitors include: Inlet Private Wealth, Sagemark Consulting, Saunders Financial, Ratcliff Financial Services
What technology does eState Planner use?
Some of the popular technologies that eState Planner uses are: Bing Ads, Cloudflare CDN, Microsoft Azure, HubSpot
What does eState Planner do?

A technology platform that helps lawyers and financial advisors deliver industry-leading estate planning services for their clients. eState Planner is your estate planning tool designed to streamline client intake, create error-free estate plans, and generate wills, POAs, and other legal documents.... Read More

What are eState Planner social media links?
eState Planner Linkedin page eState Planner Twitter page
Is eState Planner a public company?
eState Planner is private company therefore does not currently have an official ticker symbol
See more information about eState Planner

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