EstateView

What EstateView is

EstateView is a web platform for modeling estate-planning strategies against a client’s estate and turning the analysis into materials for client discussions. It is built for financial advisors, estate-planning attorneys and CPAs. Its strategy coverage includes GRATs, QPRTs, charitable trusts, SCINs, private annuities, installment sales, ILITs and gifting. EstateView calculates federal estate tax and state estate tax for the twelve states and the District of Columbia that levy it. It can produce client letters, PowerPoint presentations, comparison tables and Excel exports with year-by-year calculations. Completed analyses can be shared electronically for up to 14 days, with access to the chosen calculator and its data.

The platform also reviews documents under the selected state’s law and supports all fifty states. Gemini is the default AI provider, with Claude and ChatGPT available; citations are checked against CourtListener’s case-law database. The web app runs in modern browsers on Windows, Mac and tablets, without installation. Client scenarios and AI chats are kept in encrypted browser storage. Uploaded documents go to the AI provider and are not retained by EstateView. The service is paid, with a 14-day trial and no free plan. The Monthly plan is $49.99 per month after the trial for subscriptions started by November 1, 2026, then $99.99 per month after that date. The Annual plan is $499.99 per year after the trial for subscriptions started by that date, then $999.99 per year.

Who it suits

EstateView suits financial advisors, estate-planning attorneys and CPAs who model estate strategies and prepare client-facing analysis materials. It may also suit practitioners who need state-specific AI document review across all fifty states.

Limits

The trial lasts 14 days and there is no free plan. Both listed plans cover one practitioner; the Monthly plan is $49.99 per month after the trial for subscriptions started by November 1, 2026, and $99.99 per month after that date. The Annual plan is $499.99 per year after the trial for subscriptions started by that date, and $999.99 per year after it.

Getting started

1. Visit the EstateView website.
2. Use the 14-day trial.
3. Access the web platform in a modern browser on Windows, Mac or a tablet.
4. Choose the Monthly or Annual plan after the trial.

Verdict

Choose EstateView if you are a financial advisor, estate-planning attorney or CPA who needs estate-strategy modeling and client-ready outputs in a browser-based platform. Look elsewhere if you need the software to draft legal documents or need a free plan.