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Home › All Categories › Real Estate CRM & Lead Management › EstateGen

EstateGen Screenshot

EstateGen

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EstateGen Screenshot

EstateGen offers easy-to-use visual tools for lawyers to streamline the estate planning process. With secure online access and real-time updates, attorneys can efficiently create and present dynamic flowcharts that help clients understand their options.

EstateGen can be found in Real Estate CRM & Lead Management, Property Listing & MLS Software, Land Investing & Land Flipping Software, Data Analysis & Visualization Software, Real Estate Virtual Tour & 3D Mapping and Virtual Office Software categories.

Google Web Risk Check: March 31, 2025 *

EstateGen Main Features

Easy editing
You can change your clients' estate plans with just one click.
No more pencils
You can make changes to plans easily without using pencils or erasers.
Video tutorials
There are helpful videos to guide you on how to use estategen.
30 day free trial
You can try estategen for free for 30 days before deciding to pay.
Dynamic flowcharts
Create clear and easy-to-understand flowcharts for your clients' estate plans.
Secure environment
Estategen keeps your clients' personal data safe with strong security measures.
Editable flowcharts
You can show clients their options with flowcharts that you can change quickly.
Monthly subscription
Estategen is available as a monthly subscription with different plans.
Professional printouts
You can print clean and professional documents for your clients right away.
User friendly interface
The software is easy to use, making it simple to enter client information.

EstateGen Benefits

Easy Editing
You can change your clients' estate plans quickly with just one click, making your work faster and simpler.
Real-Time Updates
When you make changes, the flowchart updates right away, saving you time and paper.
Secure Environment
EstateGen keeps your clients' personal data safe with strong encryption, so you don't have to worry about security.
No More Messy Tools
You won't need to use pencils or erasers anymore, which means less mess and more focus on your clients.
Professional Printouts
You can print clean and professional documents for your clients, which makes a good impression.
Simple Client Profiles
Adding new clients is easy with a simple form, so you can get started quickly.
User-Friendly Flowcharts
Creating flowcharts is easy and quick, helping you show your clients their options clearly.

Who should use EstateGen?

Firms
Law firms can improve their service quality and professionalism with easy-to-use visual tools.
Clients
Clients will understand their estate planning options better with clear and professional flowcharts.
Lawyers
Lawyers can easily edit and present estate plans to clients, saving time and making their work more efficient.
Legal Assistants
Legal assistants can quickly update client information and flowcharts, helping lawyers work faster.

EstateGen Alternatives

When searching for an alternative estate planning tool, consider ease of use, security features, and how well it fits your workflow to ensure it meets your needs effectively.

Traxn

Traxn is a complete online platform that helps businesses market, sell, and deliver products easily. With features like customizable websites, sales funnels, and CRM tools, Traxn simplifies managing an online presence and boosts business growth.

Value Bridge Capitals

Value Bridge Capitals offers a secure platform for cryptocurrency investments, providing daily returns and a variety of investment plans to suit different financial goals. Users can access tools like a profit calculator and an investor portal to manage their investments and explore diverse opportunities in real estate, renewable energy, and precious metals.

RealAssist

RealAssist simplifies real estate deal management, making it easy for agents and clients to collaborate. With tools for task automation, document sharing, and real-time updates, it enhances the overall experience for everyone involved.

OneToBeam

OneToBeam offers innovative real estate visualization services, including virtual staging, immersive virtual tours, and customizable configurators. Designed for developers, real estate agents, and channel partners, these solutions enhance property presentations and improve client engagement.

RocketMate

RocketMate offers lead-generating IDX real estate websites designed to enhance visibility and streamline client conversion through automated CRM solutions. With features like MLS integration, advanced search capabilities, and customizable neighborhood pages, these websites empower real estate professionals to capture and nurture leads effectively while showcasing their listings and local expertise.

Technologies Used

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Extra Details

X: x.com/article/

Niches: Real Estate, Lead Generation, Marketing Services

Year Established: 2017

SaaS Browser Published: March 16, 2025

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EstateGen Conclusion

EstateGen offers easy-to-use visual tools for lawyers to streamline the estate planning process. With secure online access and real-time updates, attorneys can efficiently create and present dynamic flowcharts that help clients understand their options.

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Explore more SaaS in these related categories: Real Estate CRM & Lead Management, Property Listing & MLS Software, Land Investing & Land Flipping Software, Data Analysis & Visualization Software, Real Estate Virtual Tour & 3D Mapping and Virtual Office Software

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