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About

Built by people who still practice.

EstateView has been in development since 2012, built by estate planners who needed it for their own work.

Trusted by hundreds of firms and institutions, as of August 2026.

The software

The depth is the product.

EstateView models estate planning strategies against a real client estate and recalculates as anything changes. The point is not the calculation on its own — it is what you can hand a family afterwards: an illustration they follow, a letter in their name, a presentation you can give as it comes out.

An EstateView comprehensive plan for the same client: assets flowing through a QPRT, gifting trust, rolling GRAT, year-one gift and installment sale trust and an ILIT, ending in $2,695,661 of combined New York and federal estate tax and $29,505,525 passing to beneficiaries.
A comprehensive plan, mid-build. View full size
The company

Fourteen years, and the same people still build it.

EstateView is owned by Haddon Hall Publishing, LLP and built in Clearwater, Florida. It has been developed continuously since 2012 by the people who use it.

In development since2012
Owned byHaddon Hall Publishing, LLP
Based inClearwater, Florida
SecuritySOC 2 Type II examined · report on request
IntegrationsDecisionVault
The people behind it

Five names this field already knows.

The strategies EstateView models are the ones these practitioners write about, teach and use in their own engagements. Alan S. Gassman is an inductee of the NAEPC Estate Planning Hall of Fame.

Alan S. Gassman Alan S. GassmanAttorney · Gassman, Crotty & Denicolo
Jonathan G. Blattmachr Jonathan G. BlattmachrAttorney · author & lecturer
Martin M. Shenkman Martin M. ShenkmanAttorney · Shenkman Law
Jerry M. Hesch Jerry M. HeschTax attorney & professor
Robert S. Keebler Robert S. KeeblerCPA · Keebler & Associates
Your clients’ data

It stays in your browser.

Client scenarios and AI chat sessions are held in your browser’s encrypted local storage, not on our servers. No personally identifiable client information is required to run an analysis — many practitioners work with initials or placeholder names.

Contact
Address1245 Court St., Clearwater, FL 33756
Telephone(727) 442-1200
Emailestateview@gassmanpa.com

Monday to Friday, 9am–5pm Eastern. You will reach someone who works in the product every day.

Run your own numbers on a real client.

Two weeks, full access to the platform.

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Or call us at (727) 442-1200, Monday to Friday, 9am–5pm Eastern.