eState Planner
PrivateLast Round
Seed
Feb 15, 2022
Total Funding Raised
$790,000
Momentum
Top 10%
of companies Caplight tracks
Company Overview
eState Planner operates in Enterprise Software and is based in Toronto. Its latest recorded funding round was a Seed round in February 2022.
eState Planner is a legal software company that provides a cloud-based platform for estate planning, will drafting, and client data collection for legal professionals.
Sector
Enterprise Software
Verticals
Legal Tech, Workflow Automation, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
eState Planner Comparables
Compare eState Planner with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Trustate | 83% | |
| InterActive Legal | 79% | |
| Estate Engine | 79% |
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eState Planner Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 20, 2026
Monthly visitors grew 102% MoM, reaching 17K.
- Apr 4, 2026
Monthly visitors grew 111% MoM, reaching 13.3K.
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eState Planner Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about eState Planner's valuation, stock price, and market status.
Is eState Planner a public or private company?
eState Planner is a private company.
What is the current stock price of eState Planner?
eState Planner is a private company, so its shares have no public market price. Caplight tracks eState Planner's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is eState Planner worth (valuation)?
Valuation information for eState Planner is not publicly available.
Can I buy eState Planner stock?
eState Planner shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was eState Planner's last funding round?
eState Planner's most recent funding round was Seed on February 15, 2022.
Who are the main investors in eState Planner?
Investor information for eState Planner is not publicly disclosed.
Will eState Planner IPO soon?
No public IPO plans have been announced for eState Planner.
How can I track eState Planner secondary market activity?
Caplight tracks bids, offers, and trades in eState Planner's shares on secondary markets.