Take a deeper dive into a clients current and potential estate tax liabilities.  You have added flexibility in our modules by placing various gifting amounts and asset removal from the estate, showing how they affect tax implications.  Allow clients to take a look into a future sunset of estate exemptions with our future estate calculator.

Visuals go a long way.  Show your client the flow of assets at every level of passing.  Illustrations include tax implications and trust creation.  Go one step further and propose changes to the current plan.  Show a client what the current flow looks like and your plan to make it more effective.  An impactful picture providing an easier understanding of the transfer of the estate. 

Our platform provides for two types of estate reports.  Our report builders provides a clean summary and provides you the option to build your own aspects of the report.  Our family estate report is for clients who have hundreds of assets and holdings. The report breaks it down into a simple and effective summary of everything that makes up a clients estate.

Have a client with a taxable estate?  Maybe your client is charitably inclined.  Our estate strategies module allows individuals understand complex concepts with real numbers, flowcharts and benefits and limitations of each strategy.  We show a variety of the most popular strategies like Intentionally Defective Grantor Trusts, Spousal Lifetime Access Trusts, Charitable Remainder Trusts and many more.