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Model different possibilities, understand their financial implications and help clients see how planning decisions could affect what ultimately happens to their wealth.
Turn your client's estate information into different planning scenarios without building complex models from scratch.
Explore changes to beneficiaries, gifts, trusts and other estate decisions, and compare how different scenarios could affect the outcome for the estate and the people your client cares about.
Make scenario planning a natural extension of the broader financial planning conversation.
New feature
Turn estate planning scenarios into interactive visualizations that show how assets could move through the estate and ultimately to beneficiaries.
Explore scenarios together and see how changes to the plan affect the outcome, making complex decisions easier to understand, compare and discuss than through numbers or legal documents alone.
Automatically calculate potential income tax arising at death based on the assets and information in your client's estate.
See how different scenarios may affect the estate and bring considerations around tax, liquidity and wealth transfer into the planning conversation.
Frederick Glady, Barrister & Solicitor - Glady Law
With eState Planner, drag and drop assets for a simple user experience. And yet, the program is powerful enough to handle even the most complex scenarios.
Provide clients with a clear visual summary of their estate plan that can be reviewed, shared, and referenced after planning discussions.
With the 3-2-3 model, we simplified the will planning process into three scenarios: surviving spouse, descendants only, and no descendants. This way, each client can understand the impact of decisions made under each scenario.
