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Estate Planning Tools for Financial Planning
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
Other Financial Planning
The software allows users to create wills, trusts, and other estate planning documents efficiently with easy-to-use templates and in-depth guidance.
Facilitates the management of estate documents, financial records, and tasks related to settling an estate with reporting capabilities for transparency.
Step-by-step wizard for creating wills and trusts, legal document generator, family collaboration tools, and secure document storage.
User-friendly online platform for creating wills and trusts, state-specific legal compliance, and lifetime support.
No-cost will creation, easy-to-use interface, options for including charitable donations in wills, and downloadable documents.
Fully digital platform for creating estate planning documents, document storage, sharing capabilities, and mobile access.
WealthTec Suite
By: WealthTec (a division of Peregrine Solutions)
https://www.wealthtec.com/software.html
By: WealthTec (a division of Peregrine Solutions)
https://www.wealthtec.com/software.html
Estate planning modules for complex estate tax analysis, multi-generational transfer scenarios, charitable planning, advanced trust and split-interest gift modeling, and visual reporting.
Advisor Solutions (Estate Planning Content tools)
By: Broadridge Financial Solutions
https://www.broadridge.com/wealth-management/advisor-solutions
By: Broadridge Financial Solutions
https://www.broadridge.com/wealth-management/advisor-solutions
Advisor-facing and client-facing estate planning content, interactive guides, scenario explanations, checklists, and customizable educational materials for estate planning conversations.
MoneyGuideElite
By: MoneyGuidePro (Envestnet)
https://www.moneyguidepro.com/ifa/Home/ProductTour/Elite
By: MoneyGuidePro (Envestnet)
https://www.moneyguidepro.com/ifa/Home/ProductTour/Elite
Includes advanced estate planning tools, block-modeling techniques, survivor needs analysis, estate tax projections, and what-if scenarios for legacy planning. The platform helps advisors create comprehensive estate plans alongside retirement, investment, and tax planning.
Comprehensive document automation system for creating estate planning documents including wills, trusts, powers of attorney, and healthcare directives. Includes tools for asset protection planning, charitable giving strategies, and business succession planning.
NumberCruncher
By: Estate Planning Strategies
https://www.estateplanning.com/products/numbercruncher/
By: Estate Planning Strategies
https://www.estateplanning.com/products/numbercruncher/
Advanced calculator for estate tax planning, charitable giving, life insurance, and retirement distribution planning. Provides detailed estate tax calculations, trust funding analyses, and what-if scenarios for various estate planning strategies.
Provides comprehensive estate inventory management, document storage, trust planning tools, beneficiary alignment, estate visualization tools, and estate settlement guidance. Includes digital legacy planning for online accounts and digital assets.
Offers estate planning tools including asset flow modeling, wealth transfer strategies, estate tax calculations, and trust planning capabilities. Integrates estate planning with retirement and investment planning in a goals-based approach.
A cloud-based estate and trust administration platform that helps financial advisors track and manage the estate settlement process. Includes task management, document storage, asset inventory, and fiduciary accounting tools.
AI-powered estate planning tool that analyzes client documents, identifies planning gaps and opportunities, and provides actionable recommendations. Features document analysis for wills and trusts, estate tax projections, and customized estate planning checklists.