Estate Planning Tools

Advisor-facing and client-facing estate planning content, interactive guides, scenario explanations,... more...

Comprehensive financial planning software providing interactive tools for retirement planning, insur... more...

A visual financial planning platform that organizes client financial information including assets an... more...

Comprehensive financial planning solution with risk profiling, goal-based planning, retirement plann... more...

Digital platform for creating and storing estate planning documents with document management, sharin... more...

Financial planning software offering goal-based planning, retirement analysis, estate planning, tax ... more...

Attorney-led estate planning software designed for financial advisors. Provides estate tax scenario ... more...

Step-by-step wizard for creating wills and trusts, legal document generator, family collaboration to... more...

Desktop estate planning calculation software with a large library of planning models covering estate... more...

Comprehensive estate planning software featuring calculations for federal and state estate taxes, tr... more...

Facilitates the management of estate documents, financial records, and tasks related to settling an ... more...

A cloud-based estate and trust administration platform that helps financial advisors, trust officers... more...

Software that lets financial advisors offer full-service estate planning as part of their wealth man... more...

AI-powered financial planning platform that analyzes client financial documents and data, automatica... more...

AI-powered estate planning tool that analyzes client documents, identifies planning gaps and opportu... more...

Free online tool for Fidelity customers that enables them to collect and organize information to fac... more...

No-cost will creation, easy-to-use interface, options for including charitable donations in wills, a... more...

AI-powered tax return analysis that automatically reads uploaded tax returns, identifies planning op... more...

AI-powered estate planning software that transforms estate planning documents into dynamic digital r... more...

Comprehensive wealth management and financial advisory servi... more...

Includes advanced estate planning tools, block-modeling techniques, survivor needs analysis, estate ... more...

Advanced cash flow planning, tax-sensitive retirement strategies, estate planning, Monte Carlo simul... more...

Estate planning capabilities enabling advisors to analyze wealth transfer strategies, model estate t... more...

Estate planning software platform that enables financial advisors, clients, and attorneys to collabo... more...

Advanced calculator for estate tax planning, charitable giving, life insurance, and retirement distr... more...

Financial planning software for advisors to nurture long-term client relationships and embrace tech-... more...

Modern financial planning software for advisors, RIAs, planners, and financial coaches. Interactive ... more...

A comprehensive financial planning platform designed for wealth advisors that provides retirement pl... more...

A comprehensive financial and estate planning software platform providing highly customizable planni... more...

Comprehensive financial planning software enabling advisors to produce integrated reports covering r... more...

Comprehensive financial planning software with detailed cash flow analysis, tax planning, retirement... more...

Estate planning software for financial advisors. Enables creation and delivery of customized estate ... more...

Comprehensive document automation system for creating estate planning documents including wills, tru... more...

An AI-powered platform that unifies estate and tax planning, enabling financial advisors to generate... more...

Comprehensive financial planning software offering Monte Carlo analysis, retirement modeling, estate... more...

Comprehensive financial planning software providing users with detailed financial planning tools, re... more...

Offers estate planning tools including asset flow modeling, wealth transfer strategies, estate tax c... more...

Provides comprehensive estate inventory management, document storage, trust planning tools, benefici... more...