I heartily endorse EstateView as a wonderful new tool and illustration program that estate planners and others can use to help their clients. EstateView makes it easy to run numbers on estate planning like nothing I have seen before in my 40+ years of practice.

Over the years, I’ve seen agents/brokers use legitimate estate planning concepts to sell life insurance products with HIGH costs. My dad used to describe this as ‘letting the tax-tail wag the economic-dog’. But now, with EstateView, estate planners are empowered to BOTH bring advanced estate planning ideas directly to clients AND ensure that any life insurance, pursuant to that planning, is actually in the clients’ best interests.

EstateView is by far the most robust suite of estate planning tools & document review software out there!

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.

EstateView also serves as a valuable learning tool for me, the practitioner, to explore various planning concepts and techniques 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.

“EstateView is a uniquely comprehensive and user-friendly financial planning tool that I am greatly enjoying. The combination of advanced and basic estate planning techniques, easy to illustrate client applications, and user-friendly interface allows for on-the-fly planning scenarios for client situations.

Specifically, NEST allows advisors to build a straightforward projection that can help navigate a client’s retirement planning, estate planning, and insurance needs with just a few quick inputs. The comprehensive Married Couple and Single Individual Modules allow for a good deal of customization so that the unique situation of high net worth clients can be taken into account when running numbers and providing illustrations that simplify rather than complicate the explanatory process. Using EstateView I am better able to determine what a client needs, and much better armed to explain it to the client. The EstateView developers are listening to the advisor community to develop meaningful tools and they are working very well!”

“As an estate planning attorney, I’ve found EstateView to be a game-changer. Developed by practicing attorneys, it stands out for its seamless integration of number crunching and visuals that resonate with clients. EstateView’s ability to create custom illustrations, client correspondences, and presentations, all tailored to the strategies we choose is second to none. This functionality greatly improves our engagement with clients, equipping them with straight forward, polished explanations of their estate planning choices.

It’s not just a tool, but a comprehensive solution for both planners and clients, bridging the gap between technical accuracy and effective client explanations.”