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| Vendors > Estate Planning Software | |||||
| Estate
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Advisys, Inc. (formerly Kettley Publishing Company) 20271 SW Birch Street, Suite 200 Newport Beach CA 92660 Phone: (800) 777-3162 Website: www.advisys.com Advisys, Inc. products, including Back Room Technician® and echoWealth™, are widely used to increase sales, train existing advisors, engage high-level recruits, educate consumers on product offerings and market to prospective and existing clients. The comprehensive reports, calculations, charts, graphs and illustrations are used by Fortune 100 companies and more than 65,000 financial professionals nationwide. Top American Dream Planner American Dream Planner LLC P.O. Box 4236 Salem, OR 97302 Phone: (866) 375-2589 Website: www.americandreamplanner.com The American Dream Planner™ is intuitive, highly visual and dynamic software that seamlessly integrates retirement, financial and estate planning. It handles every attribute of wealth, income and expense. It incorporates income, gift and estate tax calculations. It is simple to use taking less than a day to produce viable results for a client. It is fast. Very fast. What takes hours in other software products can be done in minutes. It handles an unlimited number of real property and business interests. It permits the sharing of data with other users of the software including the Personal Edition (client version). It takes only minutes to create alternative scenarios for a client. Stress testing choices and exploring alternative measures is the hallmark of the software. The software’s instantaneous feedback alerts the planner to problems and helps guide the client to viable solutions. All of which brings credibility to the financial planner. Top BNA Software 9435 Key West Avenue Rockville, MD 20850 Phone: (800) 372-1033 Email: customercare@bnasoftware.com Website: www.bnasoftware.com For more than 15 years, BNA Estate & Gift Tax Planner has helped practitioners convince potential clients of the importance of good estate tax planning. The BNA Estate & Gift Tax Planner just go better with an expanded Quick Start Wizard and Microsoft® PowerPoint® slideshow presentations. Now is the time to expand your estate planning practice with BNA Software — start using the most proven planner in the business Top Brentmark Software 3505 Lake Lynda Dr., Suite 212, Orlando, FL 32817-8327 Phone: (800) 879-6665 Phone: (407) 306-6160 Email: sales@brentmark.com Website: www.brentmark.com Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software; informational web sites (RothIRA.com, LifetimeSavingsAccount.com, NewRMD.com, Roth401k.com, PensionPlanners.com, and StateDeathTax.com); online calculators (CalcTools.com); and online publications (GoldbergReports.com). Software products include Pension & Roth IRA Analyzer, RetireNow™, Kugler Estate Analyzer™, Estate Planning Tools, Estate Planning QuickView, PFP Notebook™, Stock Options Risk Analyzer, Savings Bond Toolkit, Retirement Income Navigator™, Charitable Financial Planner, IRS Factors Calculator, Pension Distributions Planner, Pension Distributions Calculator, and Minimum Distributions Calculator. Top CCH ViewPlan CCH INCORPORATED 2700 Lake Cook Road Riverwoods, IL 60015 Phone: (800) 525-3335 Email: info@cch.com Website: www.cch.com CCH ViewPlan software provides a powerful, yet easy way to present visually appealing and understandable estate planning and generation skipping transfer planning proposals. ViewPlan allows you to view virtually unlimited number of plans, and compare up to three alternative plans at one time to facilitate the client presentation of the optimal planning technique. Colorful graphs, flowcharts, spreadsheet-like calculation reports, and easy-to-understand explanatory text can be arranged in customizable presentations. To help avoid possible costly errors, we’ve even included a "calculations log" which creates an audit trail and allows you to actually see how the calculator arrived at given results and to more quickly identify possible input errors. Top Cowles Legal Systems 3410 Sky Park Blvd. Eau Claire, WI 54701 Phone: (800) 366-1730 Email: cowles@cowleslegal.com Website: www.cowleslegal.com Cowles Legal Systems provides estate planning and postmortem software, substantive legal resources, practice development materials and other proven tools and techniques for operation of the streamlined, client-focused, profitable professional practice. Top Crescendo Interactive 110 Camino Ruiz Camarillo, CA 93012 Phone: (800) 858-9154 Email: crescendo@cresmail.com Website: www.crescendointeractive.com GiftLegacy Pro provides the 5 essential elements for eMarketing that bring big results. The GiftLegacy Pro system helps you build solid Donor relationships and close more gifts. GiftLegacy Pro includes an interactive Donor-friendly web site specific to your organization, effective weekly eNewsletters, Royalty-Free eLiterature, dynamic teleconferences and powerful presentation software. Top EstateWorks Two Clock Tower Place, Suite 230 Maynard, MA 01754 Phone: (978) 461-1200 Email: info@estateworks.com Website: www.estateworks.com EstateWorks provides bankers, lawyers, accountants and estate planning and settlement professionals with a system to track and streamline complex processes, information flow, and estate holdings. EstateWorks was designed exclusively for the estate professional by a team with decades of estate administration experience. The interface has an intuitive navigation system that tracks the way you work; with an easy-to-use “dashboard” to quickly review all your estates, tasks and high priority notes in a centralized location. EstateWorks provides 1-click access to all key features of the platform. Top Finance Logix Transamerica Building 177 North Church Avenue, Suite 1010 Tucson, Arizona 85701 Phone: (520) 298-5000 Email: sales@oltis.com Website: www.financelogix.com Estate planning is a foundation of a sound financial plan. Finance Logix Estate planning tools help advisors assess client’s net worth and suggest ways to ensure that client’s dependents are not burdened with debt. Life insurance is an important part of the estate planning, because it provides valuable death benefits, may accumulate cash value and possibly serve as a vehicle to fund future needs. Top Intuitive Estate Planner Thomson-West Phone: (800) 344-5008 Website: west.thomson.com Intuitive Estate Planner is a CD-ROM application used to perform estate-planning calculations and present estate plans to clients. It analyzes plan options and helps the user collect and organize client information efficiently. 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 with informational slide shows.You'll also get more than 90 slides with useful information to convince clients of the significance of estate planning and the choices available. Top Leimberg & LeClair Inc. 144 West Eagle Road Havertown, PA 19083 Phone: (610) 924-0515 Email: sales@leimberg.com Website: www.leimberg.com NumberCruncher 2004 is easy-to-learn-and-use Windows software that instantly computes QPRTs, GRATs, Charitable Remainder and Lead Trusts, Private Annuities, Capital Punishment by Confiscation and many more estate and financial planning state-of-the-art concepts. Completely updated for Tax Law Changes. Estate Plan Quick View is state-law-sensitive flow chart and graph based Windows software that instantly shows what dispositive strategy will reduce taxes to lowest possible amount and provide highest amount for heirs. Completely updated for Tax Law Changes Top OSI Software PO Box 900025 Sandy, UT 84090 Phone: (800) 650-4334 Email: support@osisoftware.com Website: www.osisoftware.com Estate planning jargon is confusing - and confused clients hesitate. With TrustWise, your clients WILL understand, and they will ACT. Your clients will see their estate plan vividly illustrated. The picture will become crystalclear, and taking action will be obvious. Present you clients with professional reports and diagrams rather than pencil sketches on a yellow legal pad. With TrustWise, your clients will understand. And, you'll convince more clients to take action on their estate. Guaranteed. Top PenD'Calc Clarity Software, LLC. 600 Beaver Street , Suite 201 Sewickley, PA 15143 Phone: (800) 766-7327 Email: sales@pendcalc.com Website: www.pendcalc.com PenD'Calc Software is a scalable integrated retirement distribution and estate planning software system which focuses on modeling the singular and/or combined impact of various planning options unique to qualified dollar assets on retirement income, estate taxes, and beneficiary income streams. Top Probate Software 1175 58th Ave. Suite 200 Greeley, CO. 80634 Phone: (800) 288 9169 Email: sales@probate-software.com Website: www.probate-software.com Estate Plan Plus presents an in-depth look at proper estate planning. No longer will you have to rely on multiple computer programs to perform various estate planning calculations. Estate Plan Plus offers GRAT, GRUT, and GRIT/QPRT calculations, charitable lead and remainder trust analysis; family limited partnership; up to ten plan comparisons, and much more. No other estate planning program gives you the ability to incorporate such comprehensive calculations and sophisticated planning techniques. By taking advantage of the 32 bit Windows architecture, we have developed a powerful estate planning program that is the most comprehensive of its kind. Estate Plan Plus also includes our Visual Estate Plus program. Use this program as a planning and presentation tool to help clients "visualize" the positive effects of estate planning. Top Wealth Tec 5919 Perfect Calm Ct Clarksville, MD 21029 Phone: (443) 535-8675 Email: howard@wealthtec.com Website: www.wealthtec.com The ultimate planning suite for integrated lifetime cash flows, insurance and estate planning. FinancePro covers lifetime cash flows and insurance planning, while the EstatePro-DesignPro tandem clearly represents WealthTec's finest achievement in estate planning. EstatePro is the tool to use for creating integrated estate planning illustrations. It incorporates basic and advanced planning techniques into a single model, which includes an integrated lifetime cash flow capability as well. DesignPro then compares up to three EstatePro cases side by side. Top zCalc LLC 574 North 550 East Lindon, UT 84042 Phone: (801) 785-1300 Email: sales@zcalc.com Website: www.zcalc.com The zCalc Tool Box Suite is a group of analytical products and tools that enhance your ability to create, analyze, and present powerful tax and estate planning strategies. The zCalc Tool Box Suite has enabled hundreds of professionals to impress their clients by providing vivid reports, graphs, and presentations that help walk clients through the estate planning process. |
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