For attorneys

If you are serious about estate tax planning, there is no responsible way to do it without the right tools.

Model the strategy, check it against the statute, and hand the family something they can actually follow.

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

You have wished every document came with a second opinion.

EstateView AI reviews any legal document against applicable statutes and case law, with the correct state selected before each review.

You have wanted certainty before presenting to a family.

The optimizer tests thousands of combinations of your plan and tells you what it found — including when the plan would run the client out of money.

You have watched clients struggle to grasp strategies you understand completely.

Visual flowcharts, comparison scenarios and client-ready presentations that get the response: 'I saw your charts. Now I get it.'

You have suspected your state tax coverage might not be complete.

New York's exemption sits far below the federal one. EstateView calculates both, automatically, for every state that levies an estate tax.

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.

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