Show the client what the planning is actually worth.
EstateView models estate planning strategies against an actual client estate, recalculates as you change anything, and turns the result into a client-ready letter and presentation in seconds.
Built by and for practicing estate planners like Jerry Hesch, Jonathan Blattmachr and Marty Shenkman, and Robert S. Keebler, CPA.
Two weeks, full access.
Add a strategy — watch the tax fall.
Ten years out, at the projected year of death. Each step adds to the last.
Every document gets a second reader.
Upload the trust and EstateView AI reads it under the law of the state you pick — Gemini by default, Claude or ChatGPT for a second pass — and cites the statute or case behind every finding, checked against a live case-law database. The full story.
Enter the client. Start from the defaults.
A single-client Comprehensive Plan has ninety-four inputs, every one prefilled. This sample client needed only the handful on the right; yours may need more.
Growth rates, costs, trust terms, discounts — defaults until you have a reason to move them.
Or let the client type it in.
InstantPlan sends your client a secure intake link. What they enter arrives in EstateView as a working plan — you start from a draft built on their real numbers instead of a blank form.
Much more than just taxes.
Most clients will never owe a dollar of estate tax. The intake still pays for itself: from the same handful of answers, EstateView drafts the conversation the family actually needs to have.
The red flags nobody was hired to find.
A granddaughter turns 18 this year — and without healthcare and financial powers of attorney, no one can act for her in an emergency. EstateView reads the family it was just given, flags what deserves a conversation, and drafts the letter that starts it — example, suggested reading, and a call to action with the family’s own advisor named.
Your client moved to New York. Did your software notice?
Twelve states and the District of Columbia levy their own estate tax, most with exemptions far below the federal threshold. EstateView applies the right one automatically — and shows the client the difference.
One field changed: the state. This run is the same sample client under a different scenario — death in one year, before any planning. The CPA page has the calculation in full.
The same client, start to finish.
Two and a half minutes inside the real product: plan built, New York’s tax applied, strategies stacked and compared, the Optimizer run, the letter and deck generated, the AI review — and the intake link your client fills in.
The meeting materials write themselves — and much more.
One click turns the estate tax plan into the client letter and the presentation.
A letter in their name, with every strategy drawn
One command produces the full explanatory letter — an introduction to the estate tax system, the assumptions you used, and a separate illustration for each strategy you selected.
| Year | Age | Survives to year | Tax saved | Trust value |
|---|---|---|---|---|
| 2039 | 83 | 61.65% | $211,512 | $528,784 |
| 2040 | 84 | 57.48% | $188,316 | $470,794 |
| 2041 | 85 | 53.11% | $163,380 | $408,455 |
This slide comes from the presentation for a fifteen-year GRAT and a 70-year-old grantor. For each year of the term it shows the tax saved beside the odds the grantor is alive to see it. Most software leaves that second column to the client’s imagination. See the generated slide
Twenty-three calculators, one engine.
The comprehensive plan on this page is one door in. Gifting and SLAT sales, QPRTs, CLATs, SCINs, private annuities, Monte Carlo retirement projections and more — twenty-three calculators share the same engine, and every one recalculates as you type. Every charitable calculator you should ever need. The AI assistant can read and explain any calculator’s inputs and outputs. The full index is on the advisors page.
Trusted by hundreds of firms and institutions, as of August 2026.
What practitioners say about it.
“[EstateView’s] ability to create custom illustrations, correspondences and presentations tailored to chosen strategies is second to none.”
“NEST allows advisors to build straightforward projections for retirement, estate and insurance needs with just a few inputs. Using EstateView, I am better able to determine and explain what a client needs.”
“EstateView makes it easy to run numbers on estate planning like nothing I have seen before in my 40+ years of practice.”
NEST is one of the twenty-three calculators, included in both plans. It builds retirement, estate and insurance projections from a handful of inputs.
It reads your plan back to you — including the part that fails.
The Optimizer searches thousands of combinations of the strategies and requirements you chose, then reports what it found — the estate tax under each plan, and when the one you were about to recommend dips below the liquidity floor you set, nine years out.
Hand it a plan that overcommits and it names the year the assets run out and the size of the hole.
Ask it for better and it searches — 20,001 plans in three minutes, this one ending at zero estate tax with $1,000,000 of liquidity held in every year. The full run.
The bill, taken apart strategy by strategy.
The whole bar is the $11,335,868 this estate owes with no planning. Each band is what one strategy causes to pass free of estate tax.
- QPRT$1,231,800 · 10.9%
- Annual gifting$348,421 · 3.1%
- Discounted gifting$149,324 · 1.3%
- Life insurance trust$218,909 · 1.9%
- Rolling GRATs$1,186,622 · 10.5%
- Installment sale$5,505,131 · 48.5%
- Estate tax that survives$2,695,661 · 23.8%
The same ten years charted with and without the plan, and the Optimizer’s full run, are in the worked example.
Grow with the people you already follow.
EstateView was built by practicing estate planners — our primary intelligence engine:
Jonathan G. BlattmachrAttorney · author & lecturer
Martin M. ShenkmanAttorney · Shenkman Law
Jerry M. HeschTax attorney & professor
Robert S. KeeblerCPA · Keebler & Associates
Alan S. GassmanAttorney · Gassman, Crotty & Denicolo
Scenarios stay in your browser. Documents come straight back.
Client scenarios and AI chat sessions are held in your browser’s encrypted local storage, not on our servers. Documents you send for review do go to the model provider that reads them — they are processed, returned, and not retained by us, and our agreements with those providers exclude your data from training where those terms apply. The privacy policy names every provider.
No personally identifiable client information is required to run an analysis. Many practitioners work with initials.
The same engine. Your profession’s problems.
One price. Everything in it.
Both plans include the whole platform and both begin with the same two-week free trial. Each subscription covers one practitioner — same price for the first user and the fiftieth. No per-client fees, no per-document fees.
EstateView is $99.99 a month or $999.99 a year. Subscribe by November 1st and it’s $49.99 a month or $499.99 a year.
- The entire platform
- AI document review
- Client-ready letters & decks
- Cancel any time, prorated
Twelve months at this rate comes to $599.88.
Start your free trial- The entire platform
- AI document review
- Client-ready letters & decks
- Cancel any time, prorated
- Priority support
Twelve months at $49.99 is $599.88. Annual saves you $99.89 — about two months.
Start your free trialEvery trial is two weeks with full access. A card is required to start; cancel before the trial ends and you are not charged. After that you can cancel from your account at any time — it takes effect immediately and the unused part of the period is refunded. The terms of use have the detail.
Run your own numbers on a real client.
Two weeks, full access to the platform.
Start your free trialOr call us at (727) 442-1200, Monday to Friday, 9am–5pm Eastern.