ViewPlan Advanced

ViewPlan® Advanced™
Powerful, easy-to-use estate planning software

ViewPlan^® Advanced^™ is a powerful and versatile software package for planning professionals who concentrate on estate planning in their practice. ViewPlan Advanced enables you to achieve maximum productivity and produce professional results in a seamless, complete estate planning environment.

With easy input and manipulation, you can quickly generate sophisticated reports and graphs in one planning environment to present different actuarial, charitable and intra-family wealth transfer planning techniques to your clients.

Review proposed estate plans and provide dynamic visual presentations of each plan to your clients.
View changes within scenarios in just one click.
Adjust state estate tax rates according to your projections and customize state tax formulas with additions, deductions, or credits.
Illustrate the benefits and consequences of incorporating irrevocable life insurance trusts (ILITs), family limited partnerships (FLPs), gifting strategies and discounting techniques.
Plan inter vivos or testamentary estates with equal ease.
Reinforce your recommendations with real-time answers to your clients' questions.
Present your clients with vivid, colorful graphics that further emphasize your recommendations.
Share information between ViewPlan Advanced and HotDocs.
Export data and reports to Microsoft^® Word documents and PDF files, and share this information with clients.
Add a customized disclaimer that displays up to four lines of text in the Disclaimer Field at the bottom of report pages.
…and more

Formats available

CD-ROM

Advanced Asset Transfer Techniques

ViewPlan Advanced allows you to enter, calculate, analyze, compare, and illustrate popular actuarial, charitable and intra-family wealth transfer techniques.

Charitable Remainder Annuity Trusts – CRAT

Charitable Remainder Unitrusts – CRUT

Pooled Income Funds – PIF

Charitable Lead Annuity Trusts – CLAT

Charitable Lead Unitrusts – CLUT

Charitable Gift Annuities

Grantor Retained Annuity Trust – GRAT

Grantor Retained Unitrust – GRUT

Qualified Personal Residence Trust – QPRT

Grantor Retained Income Trust – GRIT

Private Annuity

Installment Sales

Self-Canceling Installment Notes – SCIN

ViewPlan Advanced helps increase your productivity with a suite of helpful tools.

State Law Builder allows you to adjust state estate tax rates to suit your needs with year-by-year customization whenever the federal estate tax state death tax credit table is used.
- Pre-set state categories follow the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) or Pre- EGTRRA laws.
- Built-in default settings are keyed to current state law and give you the flexibility to adjust or override the rates.
Calculation Log creates an audit trail and allows you to actually see how the program arrived at given results. It also quickly identifies input errors.
Quick Plan provides you with an easy way to quickly enter details about your clients’ estates. You’ll have the ability to add multiple beneficiaries or assets on one dialogue screen, eliminating the need for entering individual asset information.
Scenario Menu allows you to view a scenario and make quick “what if” changes right in that same scenario. You can make revisions, modify tax assumptions, include or exclude gifts.

"It’s incredibly powerful. I was looking for a software that was easy and functional and not terribly complex to use. After using a number of Estate Planning Programs, this one seemed to really fit perfectly. Simple to enter and great illustrations. Besides the robust calculation features are unbelievable.

Working on a significantly large estate I needed to prepare a current snapshot of a clients' situation. What was terrific was I downloaded the software, and received help on the phone from CCH so I was able to build the case in less then 20 minutes. Poof -- like magic I had the picture I needed to share with the client.

First, I was able to show this is the flow of the estate, here is your family’s share and here is the government share. Then we built into the current plan a number of recommendations including an ILIT, and a CLAT with a PF. Wow, what a powerful picture was created showing zero tax.

Of course I could have done this on my white board in front of the client but to hand him a one page piece of paper with the recommendations was great. He was expecting a book. My client loved the simplification and absorbed the before and after shots. This helped my client purchase an $8MM life policy."

--Jonathan Gassman, CFP CPA

Gassman and Golodny

"The View Plan program and generous support from CCH have been critical components in the continued success of our wealth planning practice. The integration of client centered illustrations, flow charts and sophisticated calculations have been powerful tools to help serve my clients. I also use them regularly in professional publications and my many national speaking engagements.

As advertised, View Plan has been easy to install and use. Also, CCH has been more than helpful in backing up my presentations by answering questions and helping me customize recommendations and illustrations integrating advanced planning concepts such as GRATs, SCINs, IDITs, GSTT planning, CLATs and private foundations.

Although I have used other software in the past, View Plan is now my “go to” resource for both client and professional presentations. View Plan’s design, flexibility and integration of flow charts and calculations have helped us successfully plan even the largest and most complex estates."

-- Robert G. Alexander, JD, LL.M., AEP, EPLS