• 2nd 1/2 Software Co-developed by retirement and estate planning experts, 2nd 1/2 gives advisors an important tool to shuffle a full deck of planning options for their clients.
• Actuarial Systems Corporation Compliance testing, recordkeeping and office automation systems for retirement plan professionals.
• Brentmark Software Estate, retirement and financial planning software including estate planning tools and pension & excise tax planner.
• Cowles Legal Systems Estate planning software.
• Estate Valuations & Pricing Systems, Inc. Creators of EstateVal, historical securities pricing software for IRS 706 estate tax filings.
• Financial Data Services Security valuations for estate and gift tax and probate reporting.
• Goldplan - allows you to create computer models that are useful in the design and implementation of financial and estate planning strategies.
• Hourglass Software Systems, Inc. Offers estate planning document creation and management systems.
• InsMark Developers of estate planning software.
• Jane Schuck & Associates Developers and distributors of software tools for estate planning attorneys, accountants and charitable foundations.
• Lawgic Publishing Company expert system software that allows users to draft complex documents and conduct legal research and analysis by means of an interactive question-and-answer session. Includes software for employment and labor law, business and corporate law, family law and estate planning.
• California Probate Software PC Software for California Probate and Estates Fiduciary accounting.
• Leimberg & LeClair, Inc. Financial, estate planning software.
• Living Trust Maker from Nolo Press
• Legal Automation, Inc. - software for California probate, accounting, trusts, and guardianships.
• My Legacy - program for storing important data for loved ones to access once you've passed on.
• PenD'Calc - provides complete line of retirement and estate planning software to financial, legal, insurance, and tax professionals, nationwide.
• Probasoft Massachusetts Probate and Divorce Forms for Word and WordPerfect. Free samples available for download.
• Puritas Springs Software A legal software development company specializing in bankruptcy, estate and gift tax, estate and trust income tax, and child support software for courts and law offices.
• TecSolutions Life care planning software.
• WillMaker from Nolo Press
• Will-Master Last Wills professionally drawn by your instructions, $50.00.
• Zane & Associates Fiduciary accounting for the trust and estate professional.
• Wealth Transfer Planning Law on the Web
• Home Page WordPerfect Law Office 2000
• Tiger Tables
• Factors Actuarial Calculation Software
• Trust and Estate Accounting Package for Quicken
• PC Law Time Billing and Accounting Excellent time management tool; also available for PIMs such as Palm Pilot
• Viewplan Estate Planning Suite
• EPLAN U.S. Trust estate planning suite
• Estate Tax Planner
• Florida Future Lawyer Technology articles and resources written by a legal technology expert
• ABA TechShow
• Corrections and Additions to "Wills, Trusts and Technology: An Estate Lawyer's Guide to Automation" Lists almost all available tax and estate planning software and other technology items
• Software for the Estate Planning Law Office Listing of available software

Estate Tax Calculators

• Estate Tax Calculator simple javascript estate tax calculator by John Thompson, creator of "Estate Planning on the Web"
• Gift Tax Calculator simple javascript gift tax calculator by John Thompson, creator of "Estate Planning on the Web"
• Banksite.com - more detailed - allows entry of assumed inflation rate and produces a spreadsheet showing projected asset values by year
• EstateWeb!
• Fidelity Investments - an interactive calculator that allows you to calculate federal estate tax based on your inputs and various assumptions. Based on your situation, the progam also identifies potential estate planning strategies that may apply based on your marital status and financial circumstances.
• LifeNet
• EstatePlanning.com - Schumacher Publishing
• Dianne Reis, Atty - Simple-to-use calculator, with links to Estate Planning FAQs on site

Other On-Line Calculators for Estate Planning

• Estate Planning Excel Spreadsheets to download from Attorney Noel C. Ice's site, including Form 706 and GRAT worksheet. Check them out!
• Family Business Interest Calculator from John DeBruyn's Law Office in Denver helps determine whether a decedent's estate meets the more-than-fifty-percent test for purposes of the family-owned business exclusion under Section 2057.
• Links to Specific Estate Planning Calculators - Under "On-Line Financial Tools" including annities and Roth IRA.
• Martindale's Reference Desk with links to variety of investment related on-line calculators (amortization scheduled, retirement calculations, etc under "Finance-Personal").
• Optimal Retirement Planner - try it, it's fun to calculate retirement finances!