Estate Tax Analysis

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Estate Tax Analysis is loaded with almost everything anyone has ever asked for in an estate analysis program. ETA helps new planners determine the best approach and gives experienced pros added design flexibility. Originally created in 1989, ETA has grown to become the No.1, most widely-used and trusted estate-planning software in the financial services industry.

With Estate Tax Analysis you get:

A Sophisticated Planning Tool

Plan with confidence, knowing your proposal is backed with the most sophisticated numerical analysis available. ETA calculates detailed, realistic assets that include deposits, withdrawals, and taxation.

Realistic Projections

Estate planning requires more than just examining the effects today: it must consider when the transfer of assets is likely to occur. Before your clients will take action based on a projection, they must believe the projection is realistic. Use ETA to provide year-by-year cash flow comparisons before the first death and during the surviving spouse’s lifetime.

Plan Comparisons

Compare current plans to proposed plans with flowcharts, graphs, and other sales resources, such as Charitable Remainder Trusts, Grantor Retained Trusts (both GRATs and GRUTs), Qualified Personal Residence Trusts, Family Limited Partnerships, Qualified Plan Distributions, and much more.

Professional Printed Presentations

Easily create presentations, proposals, and reports that have been carefully researched and proven to sell. ETA is one of the most unique modeling tools ever developed; its enhanced presentations and reports will sell your clients and impress their advisors.

Cash Flow Estate Planning

Impact knows that cash flow is an important part of any well-designed financial plan. With ETA, all aspects of cash flow can be integrated. Once the client’s financial resources have been properly accounted for, the true effects of a proposed plan can be considered. Using ETA’s detailed cash flow planning, a client’s assets, liabilities, income, and expenses can be realistically modeled.