For financial advisors

You already know your clients need more than investment management.

Illustrate the strategy, not just describe it.

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Two weeks, full access. Card required; cancel before it ends and you are not charged.

You have wanted more than one AI perspective before making a decision.

Default to Google Gemini. Switch to Claude or ChatGPT. Cross-check the same document across multiple models for additional confidence in the findings.

You have wanted to present strategies you understand conceptually but could not fully illustrate.

EstateView shows the maths behind each calculation, so you deliver the strategy with confidence.

You have watched clients hesitate on recommendations you know are right.

Transparent, adjustable models let clients see the impact in real time. When they see the numbers, they stop stalling.

You have suspected you could capture more value from the estate planning work you already do.

Institutional-quality analysis at a fraction of the cost. One client retained because of your capabilities pays for years of EstateView.

Pricing

One price. Everything in it.

No per-client fees, no per-document fees, no seat negotiation.

Free trial Free Two weeks · card required
  • The entire platform
  • 24+ planning strategies
  • Federal and state estate tax
  • Cancel before it ends — no charge
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Monthly $49.99 per month
  • The entire platform
  • AI document review
  • Client-ready letters & decks
  • Cancel any time
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Annual $499.99 per year — two months free
  • Everything in monthly
  • Priority support
Start yearly

Run your own numbers on a real client.

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 trial

Or call us at (727) 442-1200, Monday to Friday, 9am–5pm Eastern.