EstateView
EstateView: A specialized web platform for modeling estate strategies, taxes, documents, and projections. Ranked #15 of 24 in Estate Planning Software by our editors (6.1/10); pricing: From $999.99/yr · 14-day trial; best for advanced estate strategy modeling.
At a glance
- Editor score6.1 / 10
- PricingFrom $999.99/yr · 14-day trial
- Best forAdvanced estate strategy modeling
- Free planNo
- Paid from$999.99/yr
- Planning scopeFull_estate_plan
- Facts checked20 Sep 2026
Where it wins
- 23 calculators cover estate, gifting, retirement, and charitable planning
- State-specific tax calculations and strategy-comparison optimization
- Citation-backed AI review for trusts, wills, and agreements
Where it doesn't
- Annual practitioner pricing targets specialized professional use
- Web-only access limits platform flexibility
- Workflow centers on analysis rather than completed-document storage
Our verdict on EstateView
EstateView is web-based estate planning software for attorneys, CPAs, and financial advisors. It models strategies against client financial data, recalculates projections, and produces client-ready letters and presentations. Its workflow spans full estate planning, including secure client intake through InstantPlan, state-specific estate-tax calculations across all 50 U.S. states, and tools for trusts, wills, and other agreements. It is aimed at professional users who need detailed planning analysis rather than a general-purpose document tool.
Pricing is available monthly or annually, with both plans covering the entire platform, AI document review, client-ready letters and presentations, and prorated cancellation. The Monthly plan costs $99.99 per practitioner per month. The Annual plan costs $999.99 per practitioner per year and adds priority support. A 14-day free trial is available, while the published plans show no free plan. The annual option is the lower-cost billing structure for practitioners prepared to commit for a year, while monthly billing offers a shorter commitment.
The standout capability is the combination of 23 calculators, year-by-year Excel projections, and an optimizer for comparing strategy combinations and constraints. AI review extends across trusts, wills, and agreements, with findings backed by citations checked against case law. That makes EstateView a fit for professionals handling advanced strategy comparisons, tax analysis, and client-facing planning materials. Its web-only delivery and analysis-focused workflow are less suited to teams seeking a broader document-production or completed-document-storage system. Choose it when modeling depth and document analysis matter most; consider an alternative when those functions are secondary to document creation or storage.
EstateView pricing
All 2 EstateView plans and prices →
EstateView fact sheet
| Free plan | No |
|---|---|
| Paid from | $999.99/yr |
| Planning scope | Full_estate_plan |
| Trust support | Yes |
| Power of attorney | Not verified |
| Beneficiary planning | Not verified |
| Attorney review | Not verified |
| State coverage | 50 states |
| Document storage | Not verified |
| Free trial | 14 days · card required |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | From $999.99/yr · 14-day trial (source) |
| Website | estateview.com |
| Facts checked | 20 Sep 2026 |
Alternatives to EstateView
- EncorEstate PlansA full, human-reviewed estate planning workflow for advisors and their clients.9.6
- Trust & WillA broad guided estate-planning service with free access and paid will and trust plans.9.0
- LegalZoom Estate PlanningA broad estate-planning service for people who want documents plus attorney access.8.0
See all EstateView alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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