Skip to content
For CPAs

Your clients already bring you the tax questions that matter.

Arrive at the meeting with the analysis already run.

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

Start your free trial

Two-week free trial, full access.

EstateView modeling the same client under New York: $2,584,080 of New York estate tax and $539,568 federal shown in the estate diagram, with $16,359,352 passing to beneficiaries.
From the demo film: New York’s estate tax, found automatically. Watch it run

State-specific rules are the easiest thing to miss.

Select your state before each review and EstateView AI applies the correct state law — trusts, wills, partnerships, employment contracts, purchase agreements and more.

Thirteen jurisdictions tax estates the federal return clears.

Twelve states and the District of Columbia levy their own estate tax, most with exemptions far below the federal threshold. EstateView calculates both.

You will want to check the math yourself.

Every projection exports to Excel with the year-by-year calculations behind it, for the full trust term or the projected lifespan.

An EstateView illustration for a New York client showing state estate tax of $2,584,080 plus federal estate tax of $539,568, against $16,359,352 passing to beneficiaries.
The same client, moved to New York. View full size

New York’s bill is nearly five times the federal one.

$2,584,080of New York estate tax, beside $539,568 of federal

The federal exemption covers most of this estate — New York’s exclusion sits far lower and vanishes at a cliff, so the state bill is nearly five times the federal one. Same client, same assets, a different state.

“NEST allows advisors to build straightforward projections for retirement, estate and insurance needs with just a few inputs. Using EstateView, I am better able to determine and explain what a client needs.”

Kevin L. Miller Kevin L. MillerCPA, CFP®, CPWA® · President and CEO, TruNorth Capital Management

NEST builds retirement, estate and insurance projections from a handful of inputs — see it in action.

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.