This is a powerful, flexible module for illustrating lifetime cash flows and estate planning alternatives. It allows you to model a wide variety of basic-to-advanced lifetime and testamentary estate planning techniques. Effective use of it requires a comprehensive data set. This is WealthTec® Suite's most comprehensive and powerful estate planning tool.

Highest & Best Use

FOUNDATIONS is best utilized for modeling comprehensive cash flows and estate distribution schemes on complex engagements. It's suitable for high-net worth and ultrahigh-net worth corporate executives, business owners and other individuals, especially those in the wealth distribution and transfer lifecycle phases.

Sample Reports

• EstatePro - integrated cash flows and advanced estate planning for closely held business owner

• DesignPro - side-by-side scenario comparisons

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