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Plan your legacy with confidence. Secure, comprehensive estate planning for everyone.

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E-Planner provides organisational tools and information only. It is not a law firm, financial adviser, or registered Financial Services Provider. Nothing on this platform constitutes legal, financial, tax, or investment advice. Always consult a qualified professional before making estate planning decisions.

 

© 2026 E-Planner. All rights reserved.

    Pricing

    Simple plans for individuals and families. Organisations can partner with us for white-label and employee wellness programmes.

    Consumer plans

    Free for a limited time only

    We may offer full access without a paywall while we onboard early users. Published prices below reflect the structure when billing is enabled.

    FeatureFreeEssentialR49 / monthPremiumR119 / month
    Estate profile (assets, liabilities, family)YesYesYes
    Gap analysis & estate health scoreYesYesYes
    Legacy contact (1 person)YesYesYes
    Document uploads3 documents20 documentsUnlimited
    Advisor / executor share accessNoYesYes
    Will creation & downloadNoNoYes
    Priority supportNoNoYes
    Annual plan discountN/A20% (R470/yr)20% (R1,142/yr)
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    B2B opportunities and pricing

    We work with financial services firms and employers. Packages are tailored; reach out for a proposal.

    White-label option
    Run E-Planner under your brand for clients or members. Typical tracks scale from smaller practices to enterprise institutions.

    Starter - IFAs & small FSPs

    A branded portal for your clients, capacity for up to 500 users, and standard support so you can offer estate planning under your brand.

    Growth - Mid-size FSPs & brokers

    Full branding, API integration, support for up to 5,000 users, and dedicated support as your book grows.

    Enterprise - Banks & large insurers

    Full custom branding, deep API and single sign-on integration, service level agreements, and unlimited users.

    Employee wellness option
    Offer comprehensive estate and legacy planning as part of your benefits programme, with tiers based on company size.

    SME Starter - 25+ employees

    Premium-equivalent features for every employee, an HR dashboard, and usage reporting.

    Corporate Standard - 100+ employees

    Premium-equivalent features, onboarding workshops, and HR system integration.

    Enterprise - 500+ employees

    Custom branding, HRIS integration, and a dedicated success manager.

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