EstateView software is an easy way to illustrate a client’s estate and to show the positive impact that specific estate planning techniques will have to reduce their federal income tax, estate tax or both. This works well for wealthy complex families, regardless of whether they need estate tax planning.


...and to experiment on when and how to recommend them to the clients. When you run the numbers, the rubber needs to meet the road, or you go to another technique or combination thereof, as EstateView permits.

The well-designed calculators allow me to illustrate the estate and tax planning concepts quickly and easily, with multiple instantly compared scenarios, to see if and how they will work under possible scenarios as to life expectancy, rate of growth and otherwise.

Finally, the software allows me to create impactful presentations, including letters and power points, to show the benefits of my planning recommendations to the client. All around, the software is a real time saver inbuilding, illustrating, and reviewing clients’ estate plans. To date, I have not seen estate planning software available with anywhere near the power and functionality that Estate view provides. Having practiced as a CPA and financial advisor for a big 4 accounting firm, and large wealth advisory firm and now my own firm for over 26 years I can say that it is clear that EstateView is a 'gamechanger' for our industry.