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Estate Planning Essentials from Estate Planning Tool

Step-by-step wizard for creating wills and trusts, legal document generator, family collaboration tools, and secure document storage.

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Product analysis by function

Estate Planning Tools for Financial Planning

Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
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Core Estate Planning Modeling
(2 Yes /3 Known /11 Possible features)

Trust & Entity Planning
(1 Yes /1 Known /10 Possible features)

Gifting, Philanthropy, and Charitable Planning
(0 Yes /0 Known /10 Possible features)

Intergenerational Wealth Transfer
(0 Yes /0 Known /9 Possible features)

Regulatory Compliance & Risk Management
(1 Yes /1 Known /9 Possible features)

Integration & Data Management
(1 Yes /1 Known /9 Possible features)

User Experience & Usability
(3 Yes /3 Known /9 Possible features)

Client Communication & Reporting
(4 Yes /4 Known /9 Possible features)

Security & Privacy
(2 Yes /2 Known /9 Possible features)

Scalability & Performance
(2 Yes /3 Known /8 Possible features)

Support, Training & Vendor Reliability
(2 Yes /2 Known /9 Possible features)

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Estate Tax Scenario Modeling Ability to model federal and state estate tax liabilities based on client information and changing legislation.		Not as far as we are aware.* No indication the product can model estate tax liabilities or incorporate legislative changes. It focuses on document generation.
Multi-Year Projections Capacity to project estate, gift, and generation-skipping tax over multiple years.		No information available
Customizable Assumptions Allows users to set or override assumptions such as growth rates, inflation, mortality, and discount rates.		No information available
Scenario Comparison Compares multiple estate planning strategies side-by-side including impacts on taxes, distribution, and liquidity.		No information available
Beneficiary Modeling Supports flexible structuring and allocation among multiple beneficiaries or classes.		Family collaboration tools likely allow flexible allocation among beneficiaries.
Probate Analysis Ability to estimate probate costs and duration for various estate plans.		No information available
Digital Asset Inclusion Allows modeling and inclusion of digital assets (e.g., crypto, online accounts) in estate plans.		No information available
Asset Titling Analysis Analysis of optimal asset titling/ownership structures (JTWROS, Tenants-in-Common, Trust, etc.).		No information available
Integrated Liquidity Analysis Evaluates estate liquidity needs and gaps to pay tax and expense obligations.		No information available
Inheritance Equalization Tools Functions to model and help achieve equalized inheritances among children/beneficiaries.		Explicit mention of inheritance equalization/family collaboration tools.
Speed of Estate Plan Calculation The typical time required for the system to generate a comprehensive estate plan scenario.		No information available

Trust Type Support Supports modeling and analysis of major trust types: revocable, irrevocable, GRATs, CLATs, SLATs, etc.		‘Wills and trusts’ generation strongly implies support for major trust types.
Trust Distribution Analysis Simulates different trust payout/distribution options (unitrust, income-only, discretionary, etc.).		No information available
Entity Planning Support Capability to model family limited partnerships (FLPs), LLCs, S-corps, and related entity planning.		No information available
Trust Remainder Calculations Automatic calculation of remainder interests, including for charitable and split-interest trusts.		No information available
Trust Funding Recommendations Suggests optimal funding amounts/types for various trust structures.		No information available
Crummey Power Modeling Supports annual exclusion gifting via Crummey withdrawal power provisions.		No information available
Dynasty Trust Planning Models advantages and GST impact of long-term dynasty trusts.		No information available
Trust Asset Allocation Analysis Ability to recommend or analyze portfolio allocation within trust accounts.		No information available
Automated Trust Flowcharts Visualizes trust structures, beneficiaries, and flows over time.		No information available
Trust Income Tax Modeling Calculates the trust’s ongoing income and capital gains taxes.		No information available

Annual Exclusion Tracking Monitors client’s available annual gift exclusion for tax-free gifts.		No information available
Lifetime Gift Tracking Tracks use of federal/unified credit for lifetime gifts against estate tax exemption.		No information available
Present Value Gift Calculations Calculates present and future value of gifts, adjusted for growth and discount factors.		No information available
Charitable Remainder Trust Modeling Models CRTs and simulates benefits for income, remainder, and tax effects.		No information available
Charitable Lead Trust Modeling Models CLTs and forecasts benefits to charity and heirs.		No information available
Donor-Advised Fund Integration Allows planning for and tracking of DAF contributions, grants, and tax effects.		No information available
Qualified Charitable Distribution (QCD) Modeling Analyzes QCD strategy from IRAs and their tax benefits.		No information available
Philanthropy Scenario Comparison Compares alternative gifting methods and vehicles by net impact for client, heirs, and charities.		No information available
Charitable Deduction Calculator Estimates tax deduction available from cash or property donations.		No information available
Gift Tax Return Preparation Support Prepares or populates IRS Form 709 and records lifetime reporting history.		No information available

Generation-Skipping Transfer Tax Modeling Forecasts GST exposure and allocation of GST exemption to trusts and direct skips.		No information available
Heir Distribution Schedules Outlines schedules and amounts for transfer to children, grandchildren, or other generations.		No information available
Multi-Generational Scenario Planning Simulates the effect of various strategies across two or more generations.		No information available
529 and Education Trust Analysis Models education-focused wealth transfer using 529s and trusts.		No information available
Dynasty Trust Planning Projects the longevity and benefits of dynasty and perpetual trusts.		No information available
Intra-family Loan Modeling Simulates and tracks intra-family loans and their compliance with IRS requirements.		No information available
Equalization Algorithms Provides automation or recommendations for equalizing inheritance among heirs with different needs.		No information available
Annual Transfer Limit Calculations Calculates maximum yearly gifts to each beneficiary under current law.		No information available
Trust Decanting Scenario Analysis Models potential advantages and implications of trust decanting over generations.		No information available

Real-Time Regulatory Updates Automatically integrates updates to federal and state estate tax law and rates.		No information available
Audit Trails & Versioning Chains user actions and scenario changes for regulatory review or compliance audits.		No information available
Automated Compliance Checks Identifies missing or non-compliant documentation/data before plan finalization.		No information available
Document Storage & Retrieval Stores supporting documents/lawyer notes securely and links to client records.		‘Secure document storage’ is explicitly mentioned.
E-signature Integration Supports secure e-signing for wills, trusts, and related documents where permitted.		No information available
Fiduciary Duty Monitoring Tracks recommendations for adherence to the advisor’s fiduciary duty.		No information available
Customizable Compliance Workflows Allows tailoring of review and approval flows to firm policy.		No information available
Red Flag/Alert Notification System Notifies advisors of urgent compliance or documentation gaps.		No information available
Integration with Attorney Portals Facilitates secure workflow and data sharing with external attorneys.		No information available

Financial Planning Software Integration Bidirectional integration with popular financial planning platforms (e.g., eMoney, MoneyGuidePro).		No information available
Custodian/Account Aggregation Imports account, asset, and beneficiary data directly from custodians and banks.		No information available
CRM Integration Seamless bi-directional sync with major CRM systems (Salesforce, Redtail, Wealthbox, etc.).		No information available
API Availability Offers public APIs for data extraction, import, and integration into custom workflows.		No information available
Bulk Data Import/Export Enables high-volume CSV/Excel/XBRL data transfer for migration or analysis.		No information available
Secure Client Portals Clients can upload, view, and approve documents and proposals via secure portals.		Family collaboration and document sharing imply secure portals for clients to access documents.
Law Firm Integration Facilitates collaboration between advisory firms and law firms writing documents.		No information available
Version Control for Shared Plans Keeps a changelog for shared editing and scenario building between professionals.		No information available
Automated Data Validation Runs checks on imported data for accuracy and consistency.		No information available

Drag-and-Drop Scenario Builders Intuitive, visual builders for estate plans and flowcharts.		No information available
Mobile and Tablet Compatibility Optimized user experience on mobile and tablet devices for on-the-go access.		No information available
White Labeling Enables branding of reports and portals with firm logos and colors.		No information available
Guided Workflows Step-by-step flows help less-specialized users conduct advanced planning.		Step-by-step wizard described in the notes aligns with guided workflows.
Integrated Help & Training Resources In-app help, FAQs, and tutorials tailored to common estate planning topics.		Inclusion of a step-by-step wizard and guided creation indicates the presence of training resources or help.
Customizable Dashboards Personalized dashboard views by advisor role or client needs.		No information available
Real-Time Collaboration Multiple advisors/stakeholders can edit and comment simultaneously.		Family collaboration tools imply real-time collaboration among family or stakeholders.
Accessibility Features Supports screen readers, alternative data entry, and ADA compliance.		No information available
Onboarding Speed Average time required for a new user to be on-boarded and proficient.		No information available

Customizable Reports Produces branded, client-friendly reports summarizing estate plans and outcomes.		No information available
Interactive Visualizations Dynamic estate flowcharts, distribution visualizations, and tax analysis outputs.		No information available
Secure Document Delivery Sends final documents with multi-factor authentication and tracking.		Secure document storage and client sharing imply secure document delivery.
Email/Message Integration Built-in capability for secure client communication and notification.		No information available
Versioned Document History Maintains a full record of document versions and delivery/approval logs.		Family collaboration and client document sharing imply a record of document versions/feedback.
Client Feedback Collection Clients can directly review, comment, or give digital approval of plans.		Tool allows document review and approval directly by family (clients).
Presentation Mode Dedicated tools for presenting estate plans in client meetings.		Wizard-driven interface likely includes presentation options helpful in meetings.
Translation/Localization Reports and interfaces available in multiple languages.		No information available
Batch Reporting Speed Time required to generate a set of reports for multiple clients.		No information available

Multi-Factor Authentication (MFA) Requires MFA for all advisor, staff, and client logins.		Secure document storage indicates likely use of MFA for access.
Data Encryption In-Transit and At-Rest All estate planning data are encrypted using industry best practices.		Secure document storage suggests best-practice encryption for sensitive legal content.
Role-Based Access Control Enforces least-privilege access to sensitive data based on user role.		No information available
Comprehensive Audit Logs Tracks every login, document access, and transaction performed in the system.		No information available
Regular Security Audits Product and infrastructure are tested on a set frequency for vulnerabilities.		No information available
Granular Sharing Permissions Allows sharing of select portions with clients, co-advisors, or attorneys.		No information available
Data Residency/Retention Controls Lets users select region for data storage and implements custom retention policies.		No information available
Privacy Compliance Monitoring Features to track compliance with relevant data privacy regulations (GDPR, CCPA, etc.).		No information available
Encryption Key Management Secure lifecycle management for all encryption/decryption keys.		No information available

Concurrent User Support Maximum recommended number of users working simultaneously without slowdown.		No information available
Load Testing Certification Tested/guaranteed performance under specified high-volume transaction loads.		No information available
Uptime Guarantee Service level commitment to system uptime.		No information available
Multi-Office/Multi-Tenancy Support Supports separate environments for different offices, advisors, or sub-firms.		Multi-user access (family collaboration) and professional-client division implies basic multi-tenancy.
Latency Average system latency under typical advisor use.		No information available
Cloud-Based Scalability System is cloud-native and can autoscale as user base or data grows.		Cloud-based platform for document management and access.
Batch Processing Capability Processes large datasets (e.g., client imports, scenario creation) in batches.		Not as far as we are aware.* Batch processing for scenario creation or imports not implied for this document-centric tool.
Mobile Sync Speed Synchronization delay between devices and main platform.		No information available

24/7 Customer Support Live, round-the-clock support by email, chat, or phone.		No information available
Onboarding & Implementation Support Dedicated specialists guiding initial setup, training, and best practices ramp-up.		Wizard-driven onboarding and user-friendly interface aligns with onboarding/help support.
Comprehensive User Documentation In-depth guides and written/video tutorials explaining all features.		No information available
Continuing Education Resources Regular workshops, webinars, or CE-eligible courses for estate planning.		No information available
Community/User Forum Online forum for peer discussion, tip sharing, and best-practice exchange.		No information available
Vendor Longevity & Financial Stability Track record of financial health and ongoing product development.		No information available
Disaster Recovery Guarantee Commitment and systems to restore operations in the event of major outage.		Cloud-based, secure document solutions for legal content imply disaster recovery/backup protocols.
Service Level Agreement (SLA) Clearly documented SLAs including support response timelines and remedies.		No information available
User Satisfaction Metrics System for collecting, tracking, and improving user satisfaction (e.g., NPS, CSAT).		No information available

Estate Planning Essentials from Estate Planning Tool

Product analysis by function

Estate Planning Tools for Financial Planning

Core Estate Planning Modeling (2 Yes /3 Known /11 Possible features)

Trust & Entity Planning (1 Yes /1 Known /10 Possible features)

Gifting, Philanthropy, and Charitable Planning (0 Yes /0 Known /10 Possible features)

Intergenerational Wealth Transfer (0 Yes /0 Known /9 Possible features)

Regulatory Compliance & Risk Management (1 Yes /1 Known /9 Possible features)

Integration & Data Management (1 Yes /1 Known /9 Possible features)

User Experience & Usability (3 Yes /3 Known /9 Possible features)

Client Communication & Reporting (4 Yes /4 Known /9 Possible features)

Security & Privacy (2 Yes /2 Known /9 Possible features)

Scalability & Performance (2 Yes /3 Known /8 Possible features)

Support, Training & Vendor Reliability (2 Yes /2 Known /9 Possible features)