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On the recordRead 8 Oct 202615 facts
EstateView
Clearwater, Florida, United States
Plans and prices
Monthly
$49.99a month
one practitioner · entire platform · AI document review · client-ready letters and decks
Read 8 Oct 2026 · estateview.com
Annual
$499.99a year
one practitioner · entire platform · AI document review · client-ready letters and decks
Read 8 Oct 2026 · estateview.com
On the record
- AI providers and verification
- Reviews use Gemini by default, with Claude and ChatGPT available, and citations are checked against CourtListener’s case-law database.estateview.com · read 8 Oct 2026
- Analysis sharing
- A completed analysis can be shared electronically for up to 14 days, with access to the selected calculator and its data.estateview.com · read 8 Oct 2026
- Client materials
- It generates client letters, PowerPoint presentations, strategy comparison tables and Excel exports with year-by-year calculations.estateview.com · read 8 Oct 2026
- Data storage
- Client scenarios and AI chats are held in the browser’s encrypted local storage, while uploaded documents are sent to the AI provider and are not retained by EstateView.estateview.com · read 8 Oct 2026
- Document review
- EstateView AI reviews documents under the selected state’s law and supports all fifty states.estateview.com · read 8 Oct 2026
- Integration
- The About page lists DecisionVault as an integration.estateview.com · read 8 Oct 2026
- Intended users
- The platform is built for financial advisors, estate planning attorneys and CPAs.estateview.com · read 8 Oct 2026
- Notable limits
- EstateView is a calculation, modeling and illustration platform and does not draft legal documents.estateview.com · read 8 Oct 2026
- Platform availability
- EstateView is web-based, runs in modern browsers on Windows, Mac and tablets, and requires no installation.estateview.com · read 8 Oct 2026
- Purpose
- EstateView models estate planning strategies against a client estate and generates client-ready presentations, letters and PowerPoints.estateview.com · read 8 Oct 2026
- Security
- EstateView says it completed a SOC 2 Type II examination and makes the report available on request.estateview.com · read 8 Oct 2026
- Strategies
- It covers strategies including GRATs, QPRTs, charitable trusts, SCINs, private annuities, installment sales, ILITs and gifting.estateview.com · read 8 Oct 2026
- Support
- EstateView lists phone support Monday to Friday, 9am–5pm Eastern, and says callers reach someone who uses the software.estateview.com · read 8 Oct 2026
- Tax calculations
- EstateView calculates federal estate tax and state estate tax for the twelve states and the District of Columbia that levy it.estateview.com · read 8 Oct 2026
