Personal and Professional Estate Planning in One Platform
Echo Effect helps Canadians plan for themselves and helps professionals manage client work with live pricing, live limits, and secure document workflows.
Two primary products
Built for personal planning and professional practice
The homepage separates personal estate planning from professional estate planning so the right workflow is clear from the start.
Personal estate planning
For your own household
Build wills, powers of attorney, probate packages, planning records, and a secure vault for important family files.
Personal estate documents
Will, powers of attorney, probate packages, and related planning records for your own household.
Secure family records
Keep important documents and family files organized in an encrypted vault.
Canada-wide support
Estate planning content is tailored to Canadian provinces and territories.
Professional estate planning
For client-facing workflows
Manage client profiles, intake, completion, document generation, vault storage, and ongoing professional oversight in a dedicated workspace.
Professional workflow
A clear client journey for professional estate planning
The professional product follows the working sequence already implemented in the platform.
Client Profile
Intake
Client Completion
Professional Review
Document Generation
Vault
Ongoing Management
What the professional product includes
Features and limits are driven by the admin-controlled professional plan catalog below.
Personal plans
Personal Estate Planning
Live pricing, bundle discounts, and package access come from backend configuration rather than hardcoded frontend values.
Professional plans
Professional Estate Planning
Basic, Standard, and Premium pricing plus limits come from the live admin catalog. Premium Trial is intentionally excluded from public pricing.
BASIC
Basic Plan
This plan is managed in admin configuration and will appear publicly when enabled.
Monthly
Not configured
Annual
Not configured
Client profiles
Not configured
Probate documents
Not configured
Vault storage
Not configured
No document limits configured
STANDARD
Standard Plan
This plan is managed in admin configuration and will appear publicly when enabled.
Monthly
Not configured
Annual
Not configured
Client profiles
Not configured
Probate documents
Not configured
Vault storage
Not configured
No document limits configured
PREMIUM
Premium Plan
This plan is managed in admin configuration and will appear publicly when enabled.
Monthly
Not configured
Annual
Not configured
Client profiles
Not configured
Probate documents
Not configured
Vault storage
Not configured
No document limits configured
The public plan catalog shows only Basic, Standard, and Premium. Premium Trial remains an internal/admin-controlled plan and is not displayed publicly.
Live pricing, live limits, and secure records
Public pricing and feature limits are loaded from backend-admin configuration so the homepage always reflects the current plan catalog.
Ready to start personal planning or professional practice?
Personal users can begin with private estate planning. Professionals can move into a structured client workflow with live catalog controls.