EstateView has been in development since 2012. It was built by estate planners who needed it for their own work, not by a software company that hired one for advice.
EstateView models estate planning strategies against a real client estate and recalculates as anything changes. The point is not the calculation on its own — it is what you can hand a family afterwards: an illustration they follow, a letter in their name, a presentation you can give as it comes out.
The strategies EstateView models are the ones these practitioners write about, teach and use in their own engagements.
Client scenarios and AI chat sessions are held in your browser's encrypted local storage, not on our servers. No personally identifiable client information is required to run an analysis — many practitioners work with initials or placeholder names.
Monday to Friday, 9am–5pm Eastern. You will get someone who uses the software.
Two weeks, full access to the platform. A card is required to start the trial; cancel before it ends and you are not charged.
Start your free trialOr call us at (727) 442-1200, Monday to Friday, 9am–5pm Eastern.