Estate planning modules for complex estate tax analysis, multi-generational transfer scenarios, charitable planning, advanced trust and split-interest gift modeling, and visual reporting.
More about WealthTec (a division of Peregrine Solutions)
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
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Estate Tax Scenario Modeling Ability to model federal and state estate tax liabilities based on client information and changing legislation. |
Product overview and modules explicitly mention modeling of estate tax liabilities at both federal and state levels, based on scenario analysis. | |
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Multi-Year Projections Capacity to project estate, gift, and generation-skipping tax over multiple years. |
Multi-year projections are core to complex estate and transfer analyses described in the product's capabilities. | |
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Customizable Assumptions Allows users to set or override assumptions such as growth rates, inflation, mortality, and discount rates. |
Custom assumptions (rates, inflation, mortality, etc.) are standard in advanced scenario modeling per product documentation. | |
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Scenario Comparison Compares multiple estate planning strategies side-by-side including impacts on taxes, distribution, and liquidity. |
Visual reporting and scenario tools allow side-by-side strategy comparisons, as per website. | |
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Beneficiary Modeling Supports flexible structuring and allocation among multiple beneficiaries or classes. |
Flexible beneficiary structuring is required for advanced multi-generational and trust planning. | |
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Probate Analysis Ability to estimate probate costs and duration for various estate plans. |
No information available | |
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Digital Asset Inclusion Allows modeling and inclusion of digital assets (e.g., crypto, online accounts) in estate plans. |
No information available | |
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Asset Titling Analysis Analysis of optimal asset titling/ownership structures (JTWROS, Tenants-in-Common, Trust, etc.). |
Asset titling and trust ownership structuring are described within trust and entity modules. | |
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Integrated Liquidity Analysis Evaluates estate liquidity needs and gaps to pay tax and expense obligations. |
Liquidity needs analysis is mentioned as part of tax and distribution scenario modules. | |
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Inheritance Equalization Tools Functions to model and help achieve equalized inheritances among children/beneficiaries. |
Equalization tools are considered part of multi-generational transfer scenario features. | |
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Speed of Estate Plan Calculation The typical time required for the system to generate a comprehensive estate plan scenario. |
No information available |
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Trust Type Support Supports modeling and analysis of major trust types: revocable, irrevocable, GRATs, CLATs, SLATs, etc. |
Modeling of complex trust types (GRAT, CLAT, SLAT, etc.) is highlighted in product write-up. | |
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Trust Distribution Analysis Simulates different trust payout/distribution options (unitrust, income-only, discretionary, etc.). |
Payout simulations described in advanced trust modeling section. | |
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Entity Planning Support Capability to model family limited partnerships (FLPs), LLCs, S-corps, and related entity planning. |
Product supports modeling for FLP, LLC, and entity planning based on feature descriptions. | |
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Trust Remainder Calculations Automatic calculation of remainder interests, including for charitable and split-interest trusts. |
Split-interest trust (remainder) calculations are explicitly supported. | |
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Trust Funding Recommendations Suggests optimal funding amounts/types for various trust structures. |
No information available | |
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Crummey Power Modeling Supports annual exclusion gifting via Crummey withdrawal power provisions. |
No information available | |
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Dynasty Trust Planning Models advantages and GST impact of long-term dynasty trusts. |
Dynasty trust modeling and GST are regularly cited in feature lists for the product. | |
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Trust Asset Allocation Analysis Ability to recommend or analyze portfolio allocation within trust accounts. |
No information available | |
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Automated Trust Flowcharts Visualizes trust structures, beneficiaries, and flows over time. |
No information available | |
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Trust Income Tax Modeling Calculates the trust’s ongoing income and capital gains taxes. |
Trust income, capital gains, and tax modeling is listed as a product capability. |
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Annual Exclusion Tracking Monitors client’s available annual gift exclusion for tax-free gifts. |
No information available | |
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Lifetime Gift Tracking Tracks use of federal/unified credit for lifetime gifts against estate tax exemption. |
No information available | |
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Present Value Gift Calculations Calculates present and future value of gifts, adjusted for growth and discount factors. |
No information available | |
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Charitable Remainder Trust Modeling Models CRTs and simulates benefits for income, remainder, and tax effects. |
Charitable remainder trust modeling is called out in the charitable planning feature set. | |
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Charitable Lead Trust Modeling Models CLTs and forecasts benefits to charity and heirs. |
Charitable lead trust modeling is one of the split-interest trust capabilities. | |
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Donor-Advised Fund Integration Allows planning for and tracking of DAF contributions, grants, and tax effects. |
No information available | |
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Qualified Charitable Distribution (QCD) Modeling Analyzes QCD strategy from IRAs and their tax benefits. |
No information available | |
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Philanthropy Scenario Comparison Compares alternative gifting methods and vehicles by net impact for client, heirs, and charities. |
Scenario comparison of philanthropic strategies is specifically cited in product materials. | |
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Charitable Deduction Calculator Estimates tax deduction available from cash or property donations. |
No information available | |
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Gift Tax Return Preparation Support Prepares or populates IRS Form 709 and records lifetime reporting history. |
No information available |
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Generation-Skipping Transfer Tax Modeling Forecasts GST exposure and allocation of GST exemption to trusts and direct skips. |
GST modeling is described (allocation/exposure/strategies). | |
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Heir Distribution Schedules Outlines schedules and amounts for transfer to children, grandchildren, or other generations. |
Transfer schedules for multiple generations are visualized in the reporting suite. | |
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Multi-Generational Scenario Planning Simulates the effect of various strategies across two or more generations. |
The software provides simulation and analysis for multi-generational strategies. | |
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529 and Education Trust Analysis Models education-focused wealth transfer using 529s and trusts. |
Education/529 trust modeling capabilities mentioned in context of wealth transfer. | |
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Dynasty Trust Planning Projects the longevity and benefits of dynasty and perpetual trusts. |
Dynasty trust planning is specifically part of multi-generational modules. | |
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Intra-family Loan Modeling Simulates and tracks intra-family loans and their compliance with IRS requirements. |
No information available | |
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Equalization Algorithms Provides automation or recommendations for equalizing inheritance among heirs with different needs. |
Equalization algorithms/mechanisms for balancing inheritance are mentioned in plan builder. | |
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Annual Transfer Limit Calculations Calculates maximum yearly gifts to each beneficiary under current law. |
No information available | |
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Trust Decanting Scenario Analysis Models potential advantages and implications of trust decanting over generations. |
No information available |
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Real-Time Regulatory Updates Automatically integrates updates to federal and state estate tax law and rates. |
No information available | |
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Audit Trails & Versioning Chains user actions and scenario changes for regulatory review or compliance audits. |
No information available | |
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Automated Compliance Checks Identifies missing or non-compliant documentation/data before plan finalization. |
No information available | |
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Document Storage & Retrieval Stores supporting documents/lawyer notes securely and links to client records. |
No information available | |
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E-signature Integration Supports secure e-signing for wills, trusts, and related documents where permitted. |
No information available | |
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Fiduciary Duty Monitoring Tracks recommendations for adherence to the advisor’s fiduciary duty. |
No information available | |
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Customizable Compliance Workflows Allows tailoring of review and approval flows to firm policy. |
No information available | |
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Red Flag/Alert Notification System Notifies advisors of urgent compliance or documentation gaps. |
No information available | |
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Integration with Attorney Portals Facilitates secure workflow and data sharing with external attorneys. |
No information available |
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Financial Planning Software Integration Bidirectional integration with popular financial planning platforms (e.g., eMoney, MoneyGuidePro). |
WealthTec Suite advertises integration with major planning software (eMoney, etc.) | |
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Custodian/Account Aggregation Imports account, asset, and beneficiary data directly from custodians and banks. |
No information available | |
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CRM Integration Seamless bi-directional sync with major CRM systems (Salesforce, Redtail, Wealthbox, etc.). |
No information available | |
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API Availability Offers public APIs for data extraction, import, and integration into custom workflows. |
No information available | |
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Bulk Data Import/Export Enables high-volume CSV/Excel/XBRL data transfer for migration or analysis. |
No information available | |
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Secure Client Portals Clients can upload, view, and approve documents and proposals via secure portals. |
No information available | |
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Law Firm Integration Facilitates collaboration between advisory firms and law firms writing documents. |
No information available | |
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Version Control for Shared Plans Keeps a changelog for shared editing and scenario building between professionals. |
No information available | |
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Automated Data Validation Runs checks on imported data for accuracy and consistency. |
No information available |
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Drag-and-Drop Scenario Builders Intuitive, visual builders for estate plans and flowcharts. |
Scenario builder is a visual, drag-and-drop-style tool per feature and screenshots. | |
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Mobile and Tablet Compatibility Optimized user experience on mobile and tablet devices for on-the-go access. |
No information available | |
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White Labeling Enables branding of reports and portals with firm logos and colors. |
No information available | |
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Guided Workflows Step-by-step flows help less-specialized users conduct advanced planning. |
No information available | |
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Integrated Help & Training Resources In-app help, FAQs, and tutorials tailored to common estate planning topics. |
No information available | |
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Customizable Dashboards Personalized dashboard views by advisor role or client needs. |
No information available | |
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Real-Time Collaboration Multiple advisors/stakeholders can edit and comment simultaneously. |
No information available | |
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Accessibility Features Supports screen readers, alternative data entry, and ADA compliance. |
No information available | |
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Onboarding Speed Average time required for a new user to be on-boarded and proficient. |
No information available |
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Customizable Reports Produces branded, client-friendly reports summarizing estate plans and outcomes. |
Custom, branded client reports are developed as standard output features. | |
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Interactive Visualizations Dynamic estate flowcharts, distribution visualizations, and tax analysis outputs. |
Interactive visualizations/flowcharts are central to the platform's reporting. | |
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Secure Document Delivery Sends final documents with multi-factor authentication and tracking. |
No information available | |
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Email/Message Integration Built-in capability for secure client communication and notification. |
No information available | |
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Versioned Document History Maintains a full record of document versions and delivery/approval logs. |
No information available | |
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Client Feedback Collection Clients can directly review, comment, or give digital approval of plans. |
No information available | |
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Presentation Mode Dedicated tools for presenting estate plans in client meetings. |
Presentation tools/exports are mentioned for use in client meetings. | |
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Translation/Localization Reports and interfaces available in multiple languages. |
No information available | |
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Batch Reporting Speed Time required to generate a set of reports for multiple clients. |
No information available |
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Multi-Factor Authentication (MFA) Requires MFA for all advisor, staff, and client logins. |
No information available | |
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Data Encryption In-Transit and At-Rest All estate planning data are encrypted using industry best practices. |
No information available | |
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Role-Based Access Control Enforces least-privilege access to sensitive data based on user role. |
No information available | |
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Comprehensive Audit Logs Tracks every login, document access, and transaction performed in the system. |
No information available | |
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Regular Security Audits Product and infrastructure are tested on a set frequency for vulnerabilities. |
No information available | |
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Granular Sharing Permissions Allows sharing of select portions with clients, co-advisors, or attorneys. |
No information available | |
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Data Residency/Retention Controls Lets users select region for data storage and implements custom retention policies. |
No information available | |
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Privacy Compliance Monitoring Features to track compliance with relevant data privacy regulations (GDPR, CCPA, etc.). |
No information available | |
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Encryption Key Management Secure lifecycle management for all encryption/decryption keys. |
No information available |
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Concurrent User Support Maximum recommended number of users working simultaneously without slowdown. |
No information available | |
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Load Testing Certification Tested/guaranteed performance under specified high-volume transaction loads. |
No information available | |
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Uptime Guarantee Service level commitment to system uptime. |
No information available | |
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Multi-Office/Multi-Tenancy Support Supports separate environments for different offices, advisors, or sub-firms. |
No information available | |
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Latency Average system latency under typical advisor use. |
No information available | |
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Cloud-Based Scalability System is cloud-native and can autoscale as user base or data grows. |
No information available | |
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Batch Processing Capability Processes large datasets (e.g., client imports, scenario creation) in batches. |
No information available | |
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Mobile Sync Speed Synchronization delay between devices and main platform. |
No information available |
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24/7 Customer Support Live, round-the-clock support by email, chat, or phone. |
No information available | |
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Onboarding & Implementation Support Dedicated specialists guiding initial setup, training, and best practices ramp-up. |
No information available | |
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Comprehensive User Documentation In-depth guides and written/video tutorials explaining all features. |
No information available | |
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Continuing Education Resources Regular workshops, webinars, or CE-eligible courses for estate planning. |
No information available | |
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Community/User Forum Online forum for peer discussion, tip sharing, and best-practice exchange. |
No information available | |
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Vendor Longevity & Financial Stability Track record of financial health and ongoing product development. |
No information available | |
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Disaster Recovery Guarantee Commitment and systems to restore operations in the event of major outage. |
No information available | |
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Service Level Agreement (SLA) Clearly documented SLAs including support response timelines and remedies. |
No information available | |
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User Satisfaction Metrics System for collecting, tracking, and improving user satisfaction (e.g., NPS, CSAT). |
No information available |
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