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For financial advisors

Show the client the estate tax, not just the portfolio.

Walk into the meeting with the illustration already built.

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

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Two-week free trial, full access.

The EstateView GRAT calculator in Pro-Plus mode: GRAT summaries and the full annual detail tables behind every assumption.
From the demo film: the GRAT calculator, with every assumption on screen. Watch it run

One model’s reading of a document is not enough.

Run the same document through more than one model and compare what each one found. Gemini by default, Claude or ChatGPT on request.

An illustration the client can follow without you narrating it.

EstateView shows the math behind each calculation, and every projection exports to Excel with the year-by-year figures behind it.

Not every conversation starts with a full estate plan.

NEST builds retirement, estate and insurance projections from a handful of inputs, for the clients who are not there yet.

Twenty-three calculators, one engine

23calculators, from GRATs and QPRTs to CLATs, SCINs and private annuities
The EstateView calculator index: twenty-three calculators grouped as planner resources, charitable and non-charitable, including GRATs, rolling and leveraged GRATs, QPRTs, CRUTs, CLATs, CRATs, SCINs, private annuities, split-dollar life insurance, valuation discounts and Monte Carlo.
The calculator index. Every one recalculates as you type. View full size
Needed at retirement$7,728,464
Projected at retirement$9,998,321
Surplus$2,269,857
Could retire at57
NEST, on its sample inputs: a couple, 40 and 38, saving $180,000 a year toward retiring at 60 on $175,000 inflation-adjusted. The last line answers the question the client actually asked. See the generated row

“EstateView makes it easy to run numbers on estate planning like nothing I have seen before in my 40+ years of practice.”

Barry D. Flagg Barry D. FlaggCFP®, CLU, ChFC, AEP® · Founder, Veralytic
Pricing

One price. Everything in it.

Both plans include the whole platform and both begin with the same two-week free trial. Each subscription covers one practitioner — same price for the first user and the fiftieth. No per-client fees, no per-document fees.

Monthly $49.99 per month, after the free trial
  • The entire platform
  • AI document review
  • Client-ready letters & decks
  • Cancel any time, prorated

Twelve months at this rate comes to $599.88.

Start your free trial
Best value Annual $499.99 per year, after the free trial
  • The entire platform
  • AI document review
  • Client-ready letters & decks
  • Cancel any time, prorated
  • Priority support

Twelve months at $49.99 is $599.88. Annual saves you $99.89 — about two months.

Start your free trial

Every trial is two weeks with full access. A card is required to start; cancel before the trial ends and you are not charged. After that you can cancel from your account at any time — it takes effect immediately and the unused part of the period is refunded. The terms of use have the detail.

Run your own numbers on a real client.

Two weeks, full access to the platform.

Start your free trial

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