This is a robust but streamlined integrated estate planning tool. It allows you to illustrate a wide variety of basic-to-advanced lifetime and testamentary estate planning techniques. Since this system does not incorporate financial planning capabilities like other tools in the suite do, effective use of it requires much less data to produce a solid estate planning illustration.

Highest & Best Use

WealthTec EzEP is best utilized for modeling an integrated estate plan when measuring the impact of estate planning on the senior generation's cash flows is not essential. It's suitable for high-net worth and ultrahigh-net worth corporate executives, business owners and other individuals. This tool is ideal for professional advisors who offer estate planning services primarily or exclusively. It's also designed for advisors who wish to supplement the financial planning work they do using other tools.
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