Estate Planning Tools

|||Estate Planning Tools

Estate Planning Tools


Estate Planning Tools is the nation’s most extensive state planning software for estate planning attorneys, bankers, financial planners and advisors. With over 110 dynamic planning models in 15 different areas, Estate Planning Tools contains all the calculations necessary for you to advise your clients on how to fulfill their goals and determine which options will work best for the future of their clients with the utmost of confidence. Through our detailed, yet versatile cutting-edge calculators, Estate Planning Tools offers flexible solutions to any firm, regardless of size.

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Estate Planning Tools is priced at $595 for a single initial license, including six months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $179 for a single license.

A current desktop version of Windows is required.

We guarantee your satisfaction with a 30-day money back guarantee.

For multiple licenses or enterprise licensing, please call 803-781-9595.

New Feature Details:

  • 2020 Income & Estate Tax Adjustments Included That Impact 15+Models.
  • Updated Help Files.
  • The Brentmark State Death Tax Manager (SDTM) Has Been Updated To Include Changes For:
    • CT, DC, HI, ME, RI, NY and VT.
  • IRMAA Module Has Been Updated For 2020 Medicare Tables.
  • The Estate Model Has Been Enhanced With Several New Inputs To Expand The Calculation.
  • The CLAT Model Has A New Option To Select Between Two Different Economic Schedule Calculations.
  • New Alert System Notifying The User When A Newer Version Has Been Released.
    • When The Alert Is Activated: It Will Provide Information On How To Get The New Version.
  • A News Channel Has Been Added To Keep Users Current On All Brentmark Releases, Including Brentmark’s State Death Tax Manager (SDTM) Data Files.
  • New Software Has Been Implemented To Streamline The Installation Process.
  • Executable And Installation Files Are Now Signed With An EV Code Signing Certificate To Improve Security.
  • Brentmark’s AFR Manager Has Been Added Under The “Edit” Menu, Allowing For Manual Download And Diagnositics.
  • Several Display and User Input Behavior Issues Have Been Improved And Resolved.


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