Estate Planning Software

ExecPlan Express is designed as a fully integrated financial planning software. However, Express is versatile enough to work on specific planning objectives such as Estate planning software. And since it is integrated into an individual’s retirement planning projections, the user can either focus solely on their estate issues or evaluate how the estate recommendation may impact a client’s future retirement objectives by using some of the many features including:

Fed tax analysis - Actual year by year federal and state income tax analysis including AMT.

Wills - Three types of wills, marital, A/B trust (UTC will), or an optimized will.

Trusts - Ability to model a various irrevocable trusts including ILITs.

Detailed Reporting - Ability to generate reports for any year in the future. Flowcharts for both client and spouse. Ownership reports to illustrate assets held to client, spouse, joint, community or to trust.