EstateView models two dozen strategies against an actual client estate, recalculates as you change anything, and turns the result into a client-ready letter and presentation in seconds.
Built by practicing attorneys — Alan S. Gassman, Jonathan G. Blattmachr, Martin M. Shenkman, Jerry M. Hesch and Robert S. Keebler.
Two weeks, full access. Card required; cancel before it ends and you are not charged.
Add a strategy — watch the tax fall.
These are real figures produced by EstateView, not an illustration. Each step keeps every strategy before it, exactly as the software stacks them.
Twelve states and the District of Columbia levy their own estate tax, with exemptions far below the federal threshold. EstateView applies the right one automatically — and shows the client the difference.
Same client, same assets, same plan. One field changed.
Raised automatically while testing 20,001 combinations of your plan.
The optimizer searches every combination of strategies inside the limits you set, then reports what it found. Including when the plan you were about to recommend runs your client out of money nine years from now.
Everything below is generated from the plan you just built, personalized, in about the time it takes to read this sentence.
A full explanatory letter walking the family through each strategy you modeled, with a flow diagram for every one.
Set-up, the retained term, the outcome, and what happens if your client dies during the term — with the statutory basis cited.
“There is an 88.73% probability the grantor survives the GRAT term, leaving $86,598 to pass without estate tax.”
EstateView was built by practicing estate planners, not by a software company that hired one.
“I am using EstateView right now to run comparisons for clients looking at creating SLATs with either a straight gift or an installment sale — and to illustrate their income tax burden if it’s a grantor trust.”
“Its ability to create custom illustrations, correspondences and presentations tailored to chosen strategies is second to none.”
“EstateView makes it easy to run numbers on estate planning like nothing I have seen before in my 40+ years of practice.”
No per-client fees, no per-document fees, no seat negotiation.
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.