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ScenarioBuilder
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Model, Compare, and Optimize Estate Strategies

Analyze tax implications, estate distributions, and planning opportunities by testing scenarios against a client’s current plan—all in one powerful tool.
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Evaluate Advanced Estate Strategies 

Simulate GRATs, SLATs, ILITs, CLATs, Dynasty Trusts, and more. Compare individual strategies or layer multiple techniques with personalized projections.

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Automate Complex Estate Calculations

Instantly calculate tax implications, wealth transfer efficiencies to eliminate manual, tedious work and streamline estate planning analysis.

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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.

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Compare Multiple Scenarios Simultaneously

Compare multiple scenarios side by side to provide personalized insights and tailor estate planning strategies to each client’s needs.

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See Scenario Builder in Action

Discover how Scenario Builder helps advisors model estate planning strategies, compare scenarios, and quantify tax alpha in a live demo.
 

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.

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