Estate Planning Tools

|||Estate Planning Tools
Estate Planning Tools2019-05-19T21:35:25+00:00

The Nation’s Most Powerful Estate Planning Software

Estate Planning Tools is the nation’s most extensive estate planning software for estate planning attorneys, bankers, financial planners and advisors. With over 100 dynamic planning models in 16 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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  • Retirement

  • Taxes

  • Estate Planning

  • Insurance
  • Investment
  • Trusts
  • Inflation Real Estate
  • Budgeting
  • Net Worth
  • Financial Goals
  • Valuation
  • Charitable
  • Present/Future Value

Over 100 Calculators

  • 199A ***NEW***
  • Estate Tax
  • GRAT
  • GRUT
  • CRAT
  • IDIT
  • Interrelated Estate Tax
  • Bypass Trust Computation
  • Annual Rate of Return
  • And Many More…

Key Features of Estate Planning Tools

  • quick turn-around time for calculations

  • easy to use
  • state death tax calculations (estate taxes and inheritance taxes) for all 50 states

  • updated to maintain compliance with all new laws and regulations

  • easy downloadable updates come right to your email with a one-click install

“I have been a user of Estate Planning Tools since 1997. It is innovative yet practical, and user-friendly. It has been a great asset in helping me reach my clients’ goals.”

Charles Sarowitz, Sarowitz Milito & Co., Brooklyn, NY
Estate Planning Tools Software

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