EstateView gives you powerful tools to streamline estate planning, from advanced calculators to AI-driven document analysis. Automate complex calculations, collaborate effortlessly, and deliver client-ready insights with ease.
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First impressions matter. EstateView’s Intake Portal transforms the way estate planners gather critical client information. It’s not just a form—it’s a seamless experience designed for efficiency.
Clients input key details quickly and intuitively. Your team receives instant insights, with guided prompts on important planning considerations. And with every submission, EstateView organizes and integrates the data into your workflow—so you spend less time collecting information and more time planning with purpose.
Effortless. Intelligent. Designed for estate professionals who demand precision without the complexity.
Estate planning isn’t one-size-fits-all. EstateView puts a full suite of strategic planning tools at your fingertips, allowing you to model estate scenarios with clarity and precision.
From foundational strategies to advanced wealth transfer techniques—Bypass Trusts, QPRTs, Discounted Gifting, Life Insurance Trusts, Testamentary Charity, and more—EstateView generates real-time, data-driven insights that help you build the most effective plan for your client’s needs.
See the impact of different strategies. Make adjustments instantly. And present clients with clear, visual explanationsthat turn complex planning into confident decision-making.
Because when it comes to estate planning, clarity is everything.
Estate planning requires accurate numbers—delivered instantly. With EstateView’s powerful calculators, you get just that.
From RMDs to Monte Carlo simulations, installment sales to GRATs, life insurance projections to charitable planning models, EstateView runs the numbers—so you don’t have to.
The result? Confidence in every decision. Clarity in every conversation. Estate planning has never been this precise.
Meet your new AI-powered estate planning assistant. EstateView AI analyzes, summarizes, and enhances trust documents—so you can focus on strategy, not busywork.
EstateView AI spots common drafting errors, suggests tax-smart solutions, and delivers client-friendly explanationsalongside detailed advisor-level analysis.
It’s like having an expert second opinion—on demand. Faster, smarter estate planning starts here.
Crafted for elite estate planning attorneys serving HNI and UHNI clients, EstateView delivers the speed, precision, and intelligence you need to stay ahead. The Instant Plan portal lets you seamlessly collaborate with other professionals—estate planners, RIAs, CPAs, family office managers, and wealth advisors—ensuring every financial decision is aligned, every strategy is airtight, and every client gets the best possible outcome.
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