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.
One CD-ROM, replaced annually, with interim Web releases.