Modern Estate Planning, Fully Online
ePlanHub connects clients and attorneys in one secure platform—from consultation to signed documents.
No credit card required. Free to try.
Document Signed
Smith Family Trust · just now
Built for modern law firms
Estate planning is still stuck in the past
Lawyers and clients both suffer through outdated processes that waste time and create confusion.
Mountains of PDFs
Documents sent as email attachments, often wrong version, always confusing.
Email back-and-forth
Endless email threads to collect information, corrections, and approvals.
Manual signing
Physical notarizations, in-person meetings, and lost paperwork delay completion.
Zero visibility
Clients have no idea where their estate plan stands at any given moment.
ePlanHub modernizes the entire process
One platform handles everything—intake, drafting, review, and signing.
Guided Intake
Clients answer structured questionnaires at their own pace. No more chasing emails.
Document Automation
Attorneys generate polished documents from templates in one click using intake answers.
Lawyer-led Workflow
Attorneys stay in full control—reviewing, approving, and managing every step.
Electronic Signing
Clients sign legally binding documents directly in the platform. No printing required.
How it works
From first consultation to signed estate plan in four clear steps.
Meet your attorney
Connect with a licensed estate planning attorney on the platform.
Complete guided intake
Answer a structured questionnaire that captures everything your attorney needs.
Review your documents
Your attorney prepares your documents. Review, request changes, and approve online.
Sign electronically
Sign your estate plan with a legally binding electronic signature—no office visit needed.
Everything you need, nothing you don't
A complete platform purpose-built for estate planning practices.
Client Portal
Clients get a private, secure portal to complete intake, review documents, and sign—all in one place.
Lawyer Dashboard
Manage every matter, document, and client relationship from a single, organized workspace.
Intake Automation
Build custom questionnaires with conditional logic. Collect exactly the information you need.
Document Generation
Generate wills, trusts, and powers of attorney from your templates in seconds.
Secure Signing
Hellosign-powered e-signatures that meet legal standards across all 50 states.
Real-time Updates
Automated notifications keep clients informed at every milestone without manual follow-up.