EstateView Estate Planning Software - 2026 Pricing, Features, Reviews & Alternatives

EstateView Estate Planning Software is a web-based estate planning platform that models strategies against a real client estate and recalculates all outputs in real time as any input changes. Federal estate tax and state estate tax for all 50 states and the District of Columbia are calculated automatically. A single command generates a full client letter and a presentation deck tailored to the selected strategies. Built by practicing estate planners since 2012, the platform serves estate planning attorneys, CPAs, financial advisors, RIAs, family office managers, and wealth advisors working with high-net-worth and ultra-high-net-worth clients.

The platform includes 23 calculators sharing a single calculation engine, covering Comprehensive Single and Married plans, QPRTs, NESTs, RMDs, Monte Carlo retirement projections, GRATs, installment sales, SLATs, CLATs, SCINs, private annuities, life insurance projections, and charitable planning models. The Optimizer searches combinations of selected strategies and constraints, identifies liquidity shortfalls by year, and surfaces the highest-value plan that stays within the defined liquidity floor. The InstantPlan intake portal sends clients a secure link; their entries arrive as a working draft plan, eliminating blank-form data entry. The Red Flags and Discussion Points output reads entered family data and drafts a letter flagging planning gaps and conversation starters beyond the immediate engagement scope.

EstateView Estate Planning Software includes an AI document reviewer that analyzes uploaded trusts, wills, and agreements under the law of a selected state, citing the statute or case behind every finding checked against a live case-law database. It spots drafting errors, suggests tax-efficient provisions, and delivers both client-friendly explanations and advisor-level analysis. Three AI models are supported: Gemini (default), Claude, and ChatGPT, allowing cross-model review passes. Client scenarios and AI chat sessions are held in the browser's encrypted local storage; no client data is stored on vendor servers. The platform is SOC 2 Type II examined and operates on a flat per-practitioner subscription with no per-client or per-document fees.