eState Planner is an interactive will planning application for lawyers and estate planners.
Toronto, Ontario
eState Planner is a cloud-based estate and will planning software for lawyers to help their clients with estate planning and document generation. Trusted by 400+ law firms, eState Planner streamlines data collection, allowing lawyers to draft wills, POAs, and reporting letters 5 times faster. Simple to use, yet comprehensive, eState Planner visualizes will planning decisions to ensure that you and your client are, literally, on the same page. eState Planner is cloud-based and accessible everywhere. Client data is kept safe and secure using best standards encryption and stored in Canada.
Remote · Canada
The role involves qualifying and nurturing inbound leads to book demos for the sales team while maintaining accurate CRM records. Over time, the representative will conduct product demonstrations and manage the sales process to transition into an Account Executive role.
