Exciting new features on the horizon. Here's a glimpse of what we're building to make your estate planning experience even better.
Get personalized suggestions for optimizing your estate plan based on your unique financial situation and family needs. Our AI will analyze your data and provide actionable insights.
Expected: Q2 2026
Chat live with a Fiduciary Specialist when you need human expertise. Ask questions, clarify decisions, and get guidance tailored to your estate plan without leaving the platform.
Expected: Q3 2026
Get instant answers through live AI chat. Walk through estate planning concepts, organize your checklist, and surface next steps with context-aware suggestions.
Expected: Q2 2026
Access your estate plan on the go with our native iOS and Android apps. View your net worth, manage documents, and receive notifications anywhere.
Expected: Q3 2026
Invite family members and advisors to collaborate on your estate plan. Set different permission levels and work together in real-time.
Expected: Q4 2026
Deep dive into your financial data with advanced analytics. Predictive modeling, scenario planning, and comprehensive reporting for informed decision-making.
Expected: Q3 2026
Chat with our AI assistant to get answers to your estate planning questions, walk through complex decisions, and get help organizing your documents.
Expected: 2027
Record personal video messages for your beneficiaries: thoughtful, time-stamped notes they can receive as part of your estate plan. A human touch alongside your documents.
Expected: 2027
Enhanced security with fingerprint and face recognition for mobile apps. Ensure only you can access your sensitive estate planning information.
Expected: Q4 2026
Connect with your bank accounts, investment platforms, and other financial services for automatic asset tracking and real-time updates.
Expected: Q2 2026
We'd love to hear your ideas! Help us shape the future of E-Planner by sharing what features matter most to you.
