

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
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