Model, Compare, and Optimize Estate Strategies
Evaluate Advanced Estate Strategies
Simulate GRATs, SLATs, ILITs, CLATs, Dynasty Trusts, and more. Compare individual strategies or layer multiple techniques with personalized projections.
Automate Complex Estate Calculations
Instantly calculate tax implications, wealth transfer efficiencies to eliminate manual, tedious work and streamline estate planning analysis.
Proactively Plan for Future Events
Model asset sales, major gifts, charitable pledges, and more to understand their impact on estate value and tax liability before they happen.
Compare Multiple Scenarios Simultaneously
Compare multiple scenarios side by side to provide personalized insights and tailor estate planning strategies to each client’s needs.
See Scenario Builder in Action
Explore Product Updates
Explore the latest updates, innovations, and product feature enhancements.
Estate Planning Resources
Access guides, articles, and educational materials for smarter estate planning.
Practical Planner Podcast
Get expert insights from leaders in estate planning, legal strategy, and more.