EstateView
EstateView is web software for modeling estate-planning strategies against a client estate and creating presentation-ready materials.
What EstateView is
EstateView is web software for modeling estate-planning strategies against a client estate and creating presentation-ready materials. It serves financial advisors, estate-planning attorneys, and CPAs, with strategies such as GRATs, QPRTs, charitable trusts, SCINs, private annuities, installment sales, ILITs, and gifting. The platform calculates federal estate tax and state estate tax for the twelve states and the District of Columbia that levy it. It creates client letters, PowerPoint presentations, comparison tables, and Excel exports with year-by-year calculations. Analyses can be shared electronically for up to 14 days. AI document review supports all fifty states, using Gemini by default with Claude and ChatGPT options; citations are checked against CourtListener. The browser-based service runs on Windows, Mac, and tablets without installation. It does not draft legal documents. Plans include a 14-day trial, with pricing listed from 49.99 USD monthly or 499.99 USD annually under stated dates.
Good
- Broad estate-planning strategy library
- Calculates federal and applicable state taxes
- Generates letters, decks, tables, and Excel exports
- AI review supports all fifty states
- Runs in modern browsers without installation
Watch out
- Does not draft legal documents
- No free plan
- Uploaded documents go to the AI provider
- Annual pricing changes after stated date
Who it suits
EstateView fits advisors, estate-planning attorneys, and CPAs who model strategies and prepare client materials. It suits teams needing state-aware calculations and AI document review rather than legal-document drafting.
Verdict
EstateView focuses on calculations, modeling, illustrations, and document review for professional estate planning. Consider its document-handling arrangement, trial terms, and dated pricing conditions before subscribing.
Plans and prices
From EstateView's own pricing page, checked 8 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Monthly | $49.99 a month | one practitioner · entire platform · AI document review · client-ready letters and decks · cancel any time, prorated · $49.99 per month after the 2-week free trial for subscriptions started by November 1, 2026; $99.99 per month after that date. |
| Annual | $499.99 a year | one practitioner · entire platform · AI document review · client-ready letters and decks · priority support · cancel any time, prorated · $499.99 per year after the 2-week free trial for subscriptions started by November 1, 2026; $999.99 per year after that date. |
The facts
Each one read from EstateView's own pages, with the date it was checked.
What it does
- AI providers and verification
- Reviews use Gemini by default, with Claude and ChatGPT available, and citations are checked against CourtListener’s case-law database.checked 8 Oct 2001
- Analysis sharing
- A completed analysis can be shared electronically for up to 14 days, with access to the selected calculator and its data.checked 8 Oct 2001
- Client materials
- It generates client letters, PowerPoint presentations, strategy comparison tables and Excel exports with year-by-year calculations.checked 8 Oct 2001
- Data storage
- Client scenarios and AI chats are held in the browser’s encrypted local storage, while uploaded documents are sent to the AI provider and are not retained by EstateView.checked 8 Oct 2001
- Document review
- EstateView AI reviews documents under the selected state’s law and supports all fifty states.checked 8 Oct 2001
- Integration
- The About page lists DecisionVault as an integration.checked 8 Oct 2001
- Intended users
- The platform is built for financial advisors, estate planning attorneys and CPAs.checked 8 Oct 2001
- Notable limits
- EstateView is a calculation, modeling and illustration platform and does not draft legal documents.checked 8 Oct 2001
- Purpose
- EstateView models estate planning strategies against a client estate and generates client-ready presentations, letters and PowerPoints.checked 8 Oct 2001
- Security
- EstateView says it completed a SOC 2 Type II examination and makes the report available on request.checked 8 Oct 2001
- Strategies
- It covers strategies including GRATs, QPRTs, charitable trusts, SCINs, private annuities, installment sales, ILITs and gifting.checked 8 Oct 2001
- Support
- EstateView lists phone support Monday to Friday, 9am–5pm Eastern, and says callers reach someone who uses the software.checked 8 Oct 2001
- Tax calculations
- EstateView calculates federal estate tax and state estate tax for the twelve states and the District of Columbia that levy it.checked 8 Oct 2001
The company
- Headquarters
- Clearwater, Florida, United Stateschecked 28 Sep 2001
Where it runs
- Platform availability
- EstateView is web-based, runs in modern browsers on Windows, Mac and tablets, and requires no installation.checked 8 Oct 2001
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