EstateView

EstateView is estate tax and strategy modeling software for estate planning attorneys, CPAs and financial advisors. It is used to show a family what a planning strategy would save and to produce client-ready materials.

Practitioners enter a client estate, or send the client a secure intake link, and layer strategies such as installment sales to trusts. The model recalculates estate tax and the amount passing to heirs as inputs change, and outputs a letter and slide presentation, a family tree and a projected net worth. It also flags non-tax issues such as missing powers of attorney. An AI review feature reads uploaded trusts, wills and agreements under a chosen state's law and cites the statute or case behind each finding. Client scenarios are stored in the browser rather than on the vendor's servers.

EstateView has been developed since 2012 in Clearwater, Florida, and is owned by Haddon Hall Publishing, LLP. It costs $99.99 per user per month or $999.99 per year, after a 2-week trial.