At EstateView, we envision a future where every individual has the opportunity to safeguard their hard-earned assets, ensure the well-being of their loved ones, and leave a lasting legacy that transcends generations. We are committed to revolutionizing estate planning through cutting-edge technology, intuitive design, and unwavering dedication to our clients’ piece of mind.
Born from Experience, Built for Elite Estate Planning
EstateView started as a personal quest for world-renowned estate planning attorney Alan Gassman. Alan’s practice had evolved to serve the most elite segment of clients, and he needed more than basic calculators and static analysis. When he couldn’t find what his clients needed, he assembled a team to build it.
Ten years later after seeing average estate size, billing rates, and the waitlist for his practice almost triple, Alan realized EstateView could not only lift his practice but could improve the profession as a whole. He enlisted other top tier pros: Blattmachr, Keebler, Hesch and more to keep making better, and now EstateView is an independent software platform for the elite practitioners who serve the most discerning clients.
The Creative Engine
The Mount Rushmore of Estate Planning
Alan Gassman
One of the most trusted estate planning attorneys in the US, Founder of EstateView and founding partner of Gassman Crotty and Denicolo, P.A.
Jonathan Blattmachr
Recognized as one of the most creative trusts and estates lawyers in the country, author of The Complete Guide to Wealth Preservation & Estate Planning
Jerry Hesch
The consummate teacher, Director of the Notre Dame Tax & Estate Planning Institute, Director of the Graduate Program in Estate Planning at the University of Miami (retired).
Bob Keebler
Partner in the nationally recognized Keebler & Associates, Chairman of the AICPA Advanced Estate Planning Conference.
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