Estate Planning Software
Search the comprehensive AdvisorTek network for Estate Planning software solutions.
Advisys Inc.
(formerly Kettley Publishing Company)
20271 SW Birch Street, Suite 200
Newport Beach CA 92660
Phone: (800) 777-3162
Website: www.advisys.com
Advisys, Inc. products, including Back Room Technician® and echoWealth™, are widely used to increase sales, train existing advisors, engage high-level recruits, educate consumers on product offerings and market to prospective and existing clients. The comprehensive reports, calculations, charts, graphs and illustrations are used by Fortune 100 companies and more than 65,000 financial professionals nationwide.
American Dream Planner
American Dream Planner LLC
P.O. Box 4236
Salem, OR 97302
Phone: (866) 375-2589
Website: www.americandreamplanner.com
The American Dream Planner™ is intuitive, highly visual and dynamic software that seamlessly integrates retirement, financial and estate planning.
- It handles every attribute of wealth, income and expense.
- It incorporates income, gift and estate tax calculations.
- It is simple to use taking less than a day to produce viable results for a client.
- It is fast. Very fast. What takes hours in other software products can be done in minutes.
- It handles an unlimited number of real property and business interests.
- It permits the sharing of data with other users of the software including the Personal Edition (client version).
It takes only minutes to create alternative scenarios for a client. Stress testing choices and exploring alternative measures is the hallmark of the software. The software’s instantaneous feedback alerts the planner to problems and helps guide the client to viable solutions. All of which brings credibility to the financial planner.
BNA Software
9435 Key West Avenue
Rockville, MD 20850
Phone: (800) 372-1033
Email: customercare@bnasoftware.com
Website: www.bnasoftware.com
For more than 15 years, BNA Estate & Gift Tax Planner has helped practitioners convince potential clients of the importance of good estate tax planning. The BNA Estate & Gift Tax Planner just go better with an expanded Quick Start Wizard and Microsoft® PowerPoint® slideshow presentations. Now is the time to expand your estate planning practice with BNA Software — start using the most proven planner in the business
Brentmark Software
3505 Lake Lynda Dr.,
Suite 212, Orlando, FL 32817-8327
Phone: (800) 879-6665
Phone: (407) 306-6160
Email: sales@brentmark.com
Website: www.brentmark.com
Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software; informational web sites (RothIRA.com, LifetimeSavingsAccount.com, NewRMD.com, Roth401k.com, PensionPlanners.com, and StateDeathTax.com); online calculators (CalcTools.com); and online publications (GoldbergReports.com). Software products include Pension & Roth IRA Analyzer, RetireNow™, Kugler Estate Analyzer™, Estate Planning Tools, Estate Planning QuickView, PFP Notebook™, Stock Options Risk Analyzer, Savings Bond Toolkit, Retirement Income Navigator™, Charitable Financial Planner, IRS Factors Calculator, Pension Distributions Planner, Pension Distributions Calculator, and Minimum Distributions Calculator.
CCH ViewPlan Advanced
CCH INCORPORATED
2700 Lake Cook Road
Riverwoods, IL 60015
Phone: (888)224-7377
Website: http://tax.cchgroup.com/viewplanadvanced/default.htm
ViewPlan® Advanced™ is a powerful and versatile software package for planning professionals who concentrate on estate planning in their practice. ViewPlan Advanced enables you to achieve maximum productivity and produce professional results in a seamless, complete estate planning environment. With easy input and manipulation, you can quickly generate sophisticated reports and graphs in one planning environment to present different actuarial, charitable and intra-family wealth transfer planning techniques to your clients.
Crescendo Interactive
110 Camino Ruiz
Camarillo, CA 93012
Phone: (800) 858-9154
Email: crescendo@cresmail.com
Website: www.crescendointeractive.com
GiftLegacy Pro provides the 5 essential elements for eMarketing that bring big results. The GiftLegacy Pro system helps you build solid Donor relationships and close more gifts. GiftLegacy Pro includes an interactive Donor-friendly web site specific to your organization, effective weekly eNewsletters, Royalty-Free eLiterature, dynamic teleconferences and powerful presentation software.
EstateWorks
Two Clock Tower Place, Suite 230
Maynard, MA 01754
Phone: (978) 461-1200
Email: info@estateworks.com
Website: www.estateworks.com
EstateWorks provides bankers, lawyers, accountants and estate planning and settlement professionals with a system to track and streamline complex processes, information flow, and estate holdings. EstateWorks was designed exclusively for the estate professional by a team with decades of estate administration experience. The interface has an intuitive navigation system that tracks the way you work; with an easy-to-use “dashboard” to quickly review all your estates, tasks and high priority notes in a centralized location. EstateWorks provides 1-click access to all key features of the platform.
Finance Logix
Transamerica Building
177 North Church Avenue, Suite 1010
Tucson, Arizona 85701
Phone: (520) 298-5000
Email: sales@oltis.com
Website: www.financelogix.com
Estate planning is a foundation of a sound financial plan. Finance Logix Estate planning tools help advisors assess client’s net worth and suggest ways to ensure that client’s dependents are not burdened with debt. Life insurance is an important part of the estate planning, because it provides valuable death benefits, may accumulate cash value and possibly serve as a vehicle to fund future needs.
Intuitive Estate Planner
West, a Thomson Reuters business
Phone: (800) 344-5008
Website: west.thomson.com
Description This software application allows you to easily perform estate planning calculations and prepare presentations for clients. It analyzes estate plan development options and saves time in collecting and organizing client information. The Intuitive Estate Planner allows you to handle estate calculations in three easy steps: enter client data; make planning choices; and view calculations and generate planning reports and client handouts. The program includes many features, such as the ability to identify the present ownership and estate tax situation, both for the first and second estates – and much more.
Leimberg & LeClair Inc.
144 West Eagle Road
Havertown, PA 19083
Phone: (610) 924-0515
Email: sales@leimberg.com
Website: www.leimberg.com
NumberCruncher 2004 is easy-to-learn-and-use Windows software that instantly computes QPRTs, GRATs, Charitable Remainder and Lead Trusts, Private Annuities, Capital Punishment by Confiscation and many more estate and financial planning state-of-the-art concepts. Completely updated for Tax Law Changes. Estate Plan Quick View is state-law-sensitive flow chart and graph based Windows software that instantly shows what dispositive strategy will reduce taxes to lowest possible amount and provide highest amount for heirs. Completely updated for Tax Law Changes
OSI Software
PO Box 900025
Sandy, UT 84090
Phone: (800) 650-4334
Email: support@osisoftware.com
Website: www.osisoftware.com
Estate planning jargon is confusing – and confused clients hesitate. With TrustWise, your clients WILL understand, and they will ACT. Your clients will see their estate plan vividly illustrated. The picture will become crystalclear, and taking action will be obvious. Present you clients with professional reports and diagrams rather than pencil sketches on a yellow legal pad. With TrustWise, your clients will understand. And, you’ll convince more clients to take action on their estate. Guaranteed.
PenD’Calc
Clarity Software, LLC.
600 Beaver Street , Suite 201
Sewickley, PA 15143
Phone: (800) 766-7327
Email: sales@pendcalc.com
Website: www.pendcalc.com
PenD’Calc Software is a scalable integrated retirement distribution and estate planning software system which focuses on modeling the singular and/or combined impact of various planning options unique to qualified dollar assets on retirement income, estate taxes, and beneficiary income streams.
WealthBook
1726 Cole Blvd., Ste. 220
Lakewood, CO 80401
Phone: (303) 215-9273
Email: info@wealthbook.com
Website: www.wealthbook.com
The only secure, online platform of its kind, WealthBook® is the easiest, most efficient way to plan and organize your estate. WealthBook provides a way for you to collaborate with your advisors to prepare, manage, and preserve your entire estate. In turn, professional advisors can provide a greater level of service for their current clients and create new relationships using WealthBook’s unique business development tools.
Wealth Tec
5919 Perfect Calm Ct
Clarksville, MD 21029
Phone: (443) 535-8675
Email: howard@wealthtec.com
Website: www.wealthtec.com
The ultimate planning suite for integrated lifetime cash flows, insurance and estate planning. FinancePro covers lifetime cash flows and insurance planning, while the EstatePro-DesignPro tandem clearly represents WealthTec’s finest achievement in estate planning. EstatePro is the tool to use for creating integrated estate planning illustrations. It incorporates basic and advanced planning techniques into a single model, which includes an integrated lifetime cash flow capability as well. DesignPro then compares up to three EstatePro cases side by side.
zCalc LLC
Thomson Reuters
Website: onesource.thomsonreuters.com
The zCalc Tool Box Suite is a group of analytical products and tools that enhance your ability to create, analyze, and present powerful tax and estate planning strategies. The zCalc Tool Box Suite has enabled hundreds of professionals to impress their clients by providing vivid reports, graphs, and presentations that help walk clients through the estate planning process.
