Powerful trust and estate planning software from Thomson Reuters

When it comes to planning your client's estate, protecting their loved ones from unnecessary tax hits is a top priority. The Estate Planner suite from ONESOURCE delivers a group of products and tools authored by renowned estate-planning experts to help you create, analyze, and present intelligent and impactful tax and estate-planning strategies. With vivid reports, graphs, and presentations to guide your clients through, the trust and estate planning software calculates the effects of different scenarios so you can clearly communicate even the most complex ideas.

Features

• **Estate Planner Tool Box: **The Tool Box puts powerful estate-planning strategies in an easy-to-use, yet robust format.
• **Function Library: **Perform estate, retirement, charitable, and tax planning calculations with 100+ custom functions installed as Excel® add-ins.
• **Tool Box templates: **Fully editable templates merge the calculation power of the Estate Planner Function Library with the presentation power of Excel.
• **Presentations: **​Estate Planner includes editable Microsoft® PowerPoint decks covering many estate and charitable planning topics.