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description: Learn how EstateView Estate Planning Software can help your business. GetApp provides users in Ireland with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: EstateView Estate Planning Software Price, Reviews & Ratings | GetApp Ireland 2026
---
Breadcrumb: [Home](/) > [Tax Preparation Software](/directory/3852/tax-preparation/software) > [EstateView Estate Planning Software](/software/2379449/estateview-estate-planning-software)
# EstateView Estate Planning Software
Canonical: https://www.getapp.ie/software/2379449/estateview-estate-planning-software
> Web-based estate planning platform with 23 calculators, real-time federal and state tax modeling, AI document review, and client-ready.
>
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.
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## Overview
### Key benefits of EstateView Estate Planning Software
\* Models each planning strategy against the client's actual estate and recalculates all figures in real time as any input changes, allowing practitioners to show clients the quantified tax impact of each strategy during the meeting itself.
\* Automatically applies the correct state estate tax for all 50 states and the District of Columbia, removing a manual calculation step from every client engagement.
\* Includes 23 calculators sharing a single engine, covering a wide range of strategies from GRATs and SLATs to Monte Carlo retirement projections and charitable planning models, reducing the need for separate tools.
\* Generates a full explanatory client letter and a presentation deck from a completed plan with a single command, cutting meeting preparation time from hours to seconds.
\* The Optimizer searches combinations of selected strategies and constraints, identifies liquidity shortfalls by year, and surfaces the plan with the best outcome that keeps the estate above the defined liquidity floor.
\* The InstantPlan intake portal sends clients a secure link and converts their entries into a working draft plan, so practitioners start from real client numbers rather than a blank form.
\* The Red Flags and Discussion Points output reads entered family data and drafts a letter flagging planning gaps and conversation starters the practitioner was not specifically hired to address, expanding the scope of value delivered per engagement.
\* The strategy-by-strategy tax breakdown shows exactly how much estate tax each selected strategy eliminates, supporting transparent client communication and strategy comparison.
\* Family trees are drawn automatically from intake data, including marriage date and prenuptial agreement details, reducing manual data structuring.
\* The AI document reviewer analyzes uploaded trusts, wills, and agreements under the law of a selected state, cites the statute or case behind every finding checked against a live case-law database, spots drafting errors, suggests tax-efficient provisions, and produces both client-friendly and advisor-level analysis.
\* Supports three AI models (Gemini, Claude, and ChatGPT) for cross-model document review passes, allowing findings to be validated across multiple models.
\* An AI assistant can read and explain any calculator's inputs and outputs, supporting practitioner understanding and client communication.
\* Client scenarios and AI chat sessions are held in the browser's encrypted local storage with no server-side storage of client data, and the platform is SOC 2 Type II examined.
\* Uploaded documents are processed and returned but not retained by the vendor; model training on user data is excluded by agreement with model providers.
\* Flat per-practitioner pricing with no per-client or per-document fees provides predictable cost scaling as client volume grows.
\* A two-week free trial with full feature access is included, allowing practitioners to evaluate the full platform before committing to a subscription.
\* A video tutorial library and written manuals are included, supporting onboarding and ongoing practitioner reference.
## About the vendor
- **Company**: Haddon Hall Publishing
## Commercial Context
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United States
## Features
- Tax Calculation
- Tax Filing
- Tax Forms
## Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
## Category
- [Tax Preparation Software](https://www.getapp.ie/directory/3852/tax-preparation/software)
## Related Categories
- [Tax Preparation Software](https://www.getapp.ie/directory/3852/tax-preparation/software)
- [Other Legal Software](https://www.getapp.ie/directory/3902/other-legal/software)
## Links
- [View on GetApp](https://www.getapp.ie/software/2379449/estateview-estate-planning-software)
## This page is available in the following languages
| Locale | URL |
| en | |
| en-AE | |
| en-AU | |
| en-CA | |
| en-GB | |
| en-IE | |
| en-NZ | |
| en-SG | |
| en-ZA | |
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## Structured Data