Jonathan Blattmachr
Alan Gassman
Jerry Hesch
EstateView
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MEASURE, DESIGN, ILLUSTRATE & EDUCATE
Take your practice to the next level, and where your clients need to go.
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About Us
A New Sophisticated Estate Planning Software That is Transforming Professional Practices and Client Services
This innovative and comprehensive estate planning software is poised to improve the estate planning industry. With a myriad of powerful tools and calculators, EstateView enables individuals and professionals to navigate the complexities of estate tax planning with ease and confidence.
Jonathan Blattmachr, Jerry Hesch, Bob Keebler and Alan Gassman are pleased to announce their collaboration as the BGHK team. We are proud to be working together to advance and enable practitioner to navigate the strategies and associated there with. EstateView is also designed to be an excellent education tool.
Meet the BGHK Creative Engine
Key features of EstateView include:
Educate, Calculate & Illustrate
EstateView allows the user to quickly determine and illustrate the best combination of planning techniques and how they will work for a specific client.
Customized and Flexible Planning
EstateView enables the planner to run multiple scenarios with different variables to show the result of specific changes and options.
Estate Tax Planning Optimization
EstateView incorporates intelligent tax planning tools, maximizing opportunities for estate tax minimization while maintaining compliance with the latest tax laws and applicable federal rates.
Collaboration and Sharing:
Seamlessly share plans in progress and completed plans with your client and mutual advisors. Multiple parties can work together on the estate plan and tweak the numbers to see real time updates to the visual outputs using graphs, flowcharts, tables, and Microsoft Office documents.
Secure Data Protection:
With no client information saved on the server, you can feel at ease that EstateView will never View or capture your clients sensitive financial or personal information. All entered data is saved in your browser to let you pick up where you left off without worrying about data breaches or server security. We deal with those threats so you dont have to!
What Practitioners Are Saying
EstateView
As a CPA and financial advisor, I have devoted more than three decades passionately shepherding clients in their financial stewardship. This all-inclusive resource will help estate, tax and financial planning professionals understand, articulate, and illustrate many estate planning techniques and concepts through an efficient, client-friendly interface. It's all here. It's comprehensive, colorful, and compelling! -
P. Jill Ashley, CPA, S.E.C.-Registered Investment Advisor, JD Candidate, Class of 2024
EstateView
EstateView is an amazing system, it can be great for your clients and practice, Alan and I have shared EstateView with over 10 estate planning lawyers and everyone has been impressed and enthusiastic about what it can do.
Craig Hersch, Florida Bar Board Certified Will, Trusts and Estates attorney and creator of The Family Estate & Legacy Program® and The Estate Settlement Program®.
EstateView
For many years I have wanted to be able to quantify significant aspects of tax planning structures. Now I can, with this software.
Jerry Hesch
EstateView
EstateView is a uniquely comprehensive and user-friendly financial planning tool that I am greatly enjoying. The combination of advanced and basic estate planning techniques, easy to illustrate client applications, and user-friendly interface allows for on-the-fly planning scenarios for client situations. Specifically, NEST allows advisors to build a straightforward projection that can help navigate a client's retirement planning, estate planning, and insurance needs with just a few quick inputs. The comprehensive Married Couple and Single Individual Modules allow for a good deal of customization so that the unique situation of high net worth clients can be taken into account when running numbers and providing illustrations that simplify rather than complicate the explanatory process.
Kevin L. Miller, CPA, CFP®, CPWA®
EstateView
Over the years, I’ve seen agents/brokers use legit estate planning concepts to sell life insurance products with HIGH costs. My dad used to describe this as ‘letting the tax-tail wag the economic-dog’. But now with EstateView, estate planners are empowered to BOTH bring advanced estate planning ideas directly to clients AND ensure any life insurance pursuant to that planning is actually in the Client's Best Interest.
Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®
Jonathan Blattmachr and Jerry Hesch on EstateView
10 Reasons that EstateView will blow your socks off
1. Dynamic illustrations of tax savings.
2. Client specific information and outcomes can be illustrated.
3. Compare different uses of each strategy.
4. Generate and illustrate comprehensive estate tax planning letters.
5. Generate client specific PowerPoint.
6. Share use of the software with colleagues and clients.
7. Let the computer write comprehensive illustrated estate tax, planning letters that you can then edit and customize.
8. The software provides guidelines and guard rails to enable the planner to more effectively and safely navigate the waters of estate tax planning.
9. Plug into minds and creativity of some of the top estate tax planners by being apart of our community.
10. Our News and Live Chat features will enhance your practice.
Videos
See Our Videos
1-Minute introduction
5-Minute Introduction
30-Minute Orientation
1-Hour Instructional
See More Videos Below
Scheduling
Join us for a private software use consultation or workshop.
Standard
$
199
99
Yearly -
Offers almost every feature available from competitors plus “side-by-side” comparisons and additional features.
-
Option to convert to Pro or Pro-Plus during first year for prorated amount.
Pro
$
399
99
Yearly -
Offers everything possible except comprehensive letters, sharing software with others, Rolling GRATs and FLIP-NIMCRUTS (includes all PowerPoints).
-
Founding subscribers can participate in a small group workshop to allow for interactive discussion and demonstration of requested techniques.
Pro Plus
$
499
99
Yearly -
Provides comprehensive letters, sharing software, Rolling GRATs and FLIP-NIMCRUTS, as well as income tax analysis for QPRTs
-
Founding subscribers can participate in a small group workshop to allow for interactive discussion and demonstration of requested techniques.
MOST Popular
Pro Elite
$
2,499
99
Yearly -
Featuring 4 hours of tax lawyer time and 30 hours of customized video editing by our EstateView production team.
-
Founding subscribers can participate in a small group workshop to allow for interactive discussion and demonstration of requested techniques.
|
EstateView
|
Standard
|
Pro
|
Pro Plus
|
Pro Elite
|
|---|---|---|---|---|
|
Subscription Cost (Volume Discounts Available)
|
$199/yr
|
$399/yr
|
$499/yr
|
$2,499/yr
|
|
Amortization Calculator
|
YES
|
YES
|
YES
|
YES
|
|
Life Expectancy Calculator
|
YES
|
YES
|
YES
|
YES
|
|
Holding Company Valuation Calculator
|
YES
|
YES
|
YES
|
YES
|
|
Valuation Discount Calculator
|
YES
|
YES
|
YES
|
YES
|
|
Create side-by-side Plan Comparisons for Each Calculator
|
YES
|
YES
|
YES
|
YES
|
|
Access to stand-alone SCIN/Conventional Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
Large Gift / SLAT Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
SCIN / Conventional Note Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
Installment Sale with Income Tax Analysis Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
QPRT Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
Private Annuity Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
GRAT Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
CLAT Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
CRAT Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
CRUT Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
Life Estate/Remainder Interest Calculator
|
Limited Features (excludes spreadsheet)
|
YES
|
YES
|
YES
|
|
Access to our Exploding Asset Planning Feature
|
NO
|
NO
|
YES
|
YES
|
|
Comprehensive Plans: Access to Installment Sale to Grantor Trust / SCIN
|
NO
|
YES
|
YES
|
YES
|
|
Generate Personalized Client PowerPoints
|
NO
|
YES
|
YES
|
YES
|
|
Income Tax Impacts of QPRTs
|
NO
|
YES
|
YES
|
YES
|
|
Rolling GRAT Calculator
|
NO
|
YES
|
YES
|
YES
|
|
Flip NIMCRUT Calculator
|
NO
|
YES
|
YES
|
YES
|
|
4 Hours of Tax Lawyer Time
|
NO
|
NO
|
NO
|
YES
|
|
30 Hours of Customized Video Editing Time
|
NO
|
NO
|
NO
|
YES
|
|
Special Access to Video Editors for $35 an Hour
|
NO
|
NO
|
NO
|
YES
|
VOLUME USER DISCOUNT
|
Units
|
Discount
|
Standard
|
Pro
|
Pro Plus
|
Pro Elite
|
|---|---|---|---|---|---|
|
2-5
|
15%
|
$170.10
|
$339.95
|
$424.95
|
$2,209.15
|
|
6-10
|
20%
|
$159.96
|
$319.96
|
$399.96
|
$2,079.20
|
|
11-15
|
25%
|
$149.96
|
$299.96
|
$374.96
|
$1,949.25
|
|
16-20
|
30%
|
$139.96
|
$279.96
|
$349.96
|
$1,819.30
|
|
21-30
|
35%
|
$129.96
|
$259.96
|
$324.96
|
$1,689.30
|
|
31-35
|
40%
|
$119.97
|
$239.97
|
$299.97
|
$1,559.40
|
|
36-40
|
45%
|
$109.97
|
$219.97
|
$274.97
|
$1,429.45
|
|
41-42
|
50%
|
$99.50
|
$199.97
|
$249.97
|
$1,299.50
|
|
46-50
|
55%
|
$89.97
|
$179.97
|
$224.97
|
$1,169.55
|
|
51-55
|
60%
|
$79.98
|
$159.98
|
$199.98
|
$1,039.60
|
|
56-100
|
65%
|
$69.98
|
$139.98
|
$174.98
|
$909.65
|
|
101-200
|
70%
|
$59.98
|
$199.98
|
$149.98
|
$779.70
|
|
201-300
|
75%
|
$49.98
|
$99.98
|
$124.98
|
$649.75
|