Estate Planning QuickView
  • Estate Planning QuickView (Desktop App)

    Estate Planning QuickView compares eight major disposition plans for each spouse. QuickView finds in seconds which estate planning strategy provides the best financial fit for a client and their family. Use this program to significantly reduce the time needed to analyze multiple disposition plans.

    Customizable flowcharts, graphs, and summaries are all presented for the client.


Download now!

Estate Planning QuickView is priced at $349 for a single initial license, including six months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $99 for a single license.

A current desktop version of Windows is required.

We guarantee your satisfaction with a 30-day money back guarantee.

For multiple licenses or enterprise licensing, please call 803-781-9595.

Version History

Version 2020.01 (Released 09/08/2020)

  • Plan 7 (Leaves none to Spouse) had an issue with decoupled states
  • Minor display glitch fixed for the Single Flowchart screen

Version 2020.00 (Released 03/06/2020)

  • Estate Tax adjustments for 2020 
  • Brentmark News Channel added
  • Alert System added to inform users of new version 
  • Installation modifications to improve install/uninstall