A powerful tool for estate planning analysis and presentation.
Organize information efficiently and communicate clearly with your clients.
Intuitive Estate Planner on CD-ROM helps you develop estate plans that offer the maximum financial and tax advantages to your clients and their heirs. Use it to perform complex calculations involving taxes, pensions, annuities, split-interest trusts, and more – automatically. Then generate planning reports quickly and present options to your clients in a clear, complete, easy-to-understand format.
Intuitive Estate Planner features
- Powerful calculators that automatically integrate tax effects
- Integrated balance sheets for family businesses
- Charts to illustrate proportions of taxes, expenses, and property distribution
- Matrices for fast entry of life insurance and pension data
- 90 slides on estate planning for client presentations
- Basic estate planning explanations for client reports
- A mini-treatise with extensive links to tax codes, regulations, and online resources
Create estate plans easily
- Enter client data
- Make planning choices
- Produce planning reports and handouts
Save time, eliminate guesswork
- Move easily from data entry to tax calculation to graphic analysis
Easy-to-understand format
- Compare scenarios with differing assets, deductions, tax adjustments, split-interest gift calculations, and more
- Illustrate the present ownership and tax situation for estates of spouses
- Graphically show the effect of the estate tax on inheritance
- Demonstrate tax implications and tax minimization techniques
- Present solutions to tax attrition of the client's estate
Expand your client base
- More than 90 slides with convincing information
- Easily create a customized presentation
Take a Closer Look
View a demo »
See how Intuitive Estate Planner can help you quickly analyze estate plan options and save time collecting and organizing information.
Read a review »
Law Office Computing calls Intuitive Estate Planner "an excellent estate planning calculation and illustration program that can handle any technique or scenario intuitively."
Ordering information »
Read a more detailed description of Intuitive Estate Planner and order online.
Product Support
Get a user guide »
This guide explains how to install and use Intuitive Estate Planner.
Get software updates »
Current users of Intuitive Estate Planner can install the latest software updates and sign up for email notices of future updates.
See what's new (PDF) »
This document lists the enhancements, changes and updates found in the most recent version of Intuitive Estate Planner.
View the AFR rate table »
Intuitive Estate Planner uses these rates to calculate split-interest charitable trusts and for GRATs, GRUTs, and QPRTs.
View the CPI table »
These are the Consumer Price Index adjustments that Intuitive Estate Planner uses for its calculations.