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Highly complex calculations underlie most estate planning vehicles and drive the structure and design of the documents. Our calculations allow you to "Do the Math" and know with certainty the precise numbers to insert in your documents and tax returns.

What is it?

A collection of expertly developed, highly-accurate, industry-specific calculations that help you quickly get down to the dollars and cents of your estate planning.

What does it include?

Our Estate Planning Calculations include the following:

The following Miscellaneous Calculations are included as well.

What are some of the highlights?

Beyond just numbers: Our calculations don't just give you numeric results, but the ability to name and save calculations for later re-use, as well as print them for clients.

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Close enough for government work? Each calculation has been thoroughly tested for accuracy by our experts. In fact, when we found discrepancies between 3 of our calculation results and the IRS's results, we discovered the IRS had rounded incorrectly in all three cases. We're still waiting to hear back from the IRS.

See our whitepaper

How much does it cost?

$275 / year

One license may be purchased for $275 per year.

Volume pricing is available beginning after 10 units. Please contact sales@charitableplanning.com for more information on volume discounts.