For CPAs

You have already earned your clients' trust on taxes. There is more you could do for them.

Arrive at the meeting with the analysis already run.

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

You have worried that state-specific rules might be overlooked.

Select your state before each review and EstateView AI applies the correct state law — trusts, wills, partnerships, employment contracts, purchase agreements and more.

You have wanted to arrive at collaborative meetings with more to offer.

Show up with preliminary analysis already done. Attorneys see you as a peer. Clients see you as indispensable.

You have suspected your state tax coverage has gaps.

Many of your clients have state estate tax exposure. You need both calculations to give complete advice, and EstateView is built for that.

You have sensed that stronger attorney relationships would follow better preparation.

When you show up with solid preliminary analysis, attorneys refer more.

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.