Model, Compare, and Optimize Estate Strategies with Scenario Builder
Analyze tax implications, estate distributions, and planning opportunities by testing scenarios against a client’s current plan—all in one powerful tool.
Evaluate Advanced Estate Strategies
Simulate GRATs, SLATs, ILITs, CLATs, promissory notes, and more. Compare strategies side by side or layer techniques together using personalized projections, automated and visualized.
Automate Complex Estate Calculations
Instantly calculate tax implications, wealth transfer efficiencies to eliminate manual, tedious work and streamline estate planning analysis. With Scenario Builder, you can easily demonstrate:
- Tax burden and distributions to beneficiaries at death without taking action
- How distributions can increase and tax burden can decrease with strategic planning
- The potential tax savings on appreciated assets moved outside the estate
Proactively Plan for Future Events
Anticipate how future events like asset sales, charitable pledges, or major gifts will impact your client’s estate plan. Scenario Builder models the downstream effects on estate value, tax exposure, and what beneficiaries receive, helping clients make smarter decisions today.
Compare Multiple Scenarios Simultaneously
Easily visualize how different planning strategies impact your client’s estate over time. From baseline projections to advanced techniques, Scenario Builder helps you tailor recommendations by comparing tax implications, asset growth, and wealth transfer outcomes in one view.