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Wealth Utilities

EstateView

EstateView: Powering comprehensive estate planning for advisors.

"EstateView is a comprehensive estate planning platform designed for financial advisors and legal professionals. It streamlines the estate planning process by facilitating collaboration, automating document generation, and providing tools for advanced planning strategies. Firms use EstateView to enhance client service, improve efficiency, and offer sophisticated estate planning solutions."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #275 in Wealth Utilities
Validated Adoption
13 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Estate plan creation and management
Client and attorney collaboration tools
Document vault and secure storage
Automated plan updates and notifications
Beneficiary management

Primary Use Cases

Developing and illustrating complex estate plans for high-net-worth clients
Analyzing the impact of different estate planning strategies on tax liability
Collaborating with clients and their attorneys on estate planning documents

Agentic Intelligence Briefing

"EstateView empowers financial advisors to offer comprehensive estate planning services, fostering stronger client relationships and improving operational efficiency."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive estate planning capabilities
Strong visualization tools for complex estate structures
Integration with other financial planning software (claimed, needs verification)

Adoption Hazards

Limited information available on pricing and specific features without direct contact
May be overkill for RIAs with simpler client needs
Requires specialized knowledge of estate planning principles

Stack Compatibility Profile

How EstateView integrates into institutional RIA stacks.

13 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Elements Financial Planning
100%
Stack Correlation
Nitrogen Wealth
92%
Stack Correlation
Bloomberg Tax (BNA)
77%
Stack Correlation
ROL
69%
Stack Correlation
Morningstar Office
69%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Financial advisors, estate planning attorneys, and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor (Estate Planning Module)
2Holistiplan
3RightCapital (Estate Planning Module)

Value Proposition

"For RIAs serving high-net-worth clients, EstateView provides a robust platform to design and visualize sophisticated estate plans, fostering deeper client relationships and demonstrating expertise."

Vendor Dossier

EstateView logoE
EstateView
estateview.com
Corporate Portal

Audit Your RIA Stack

See how EstateView fits into your overall tech efficiency score.

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