Clients will immediately see and understand
the urgency - and significance of action - and proceed
with your planning suggestions.
You will know in seconds what arrangement
will provide the most for your client and your client’s
family at the least possible cost through a comparison
of eight major dispositive plans.
You - and your staff - will have more
time - because Leimberg’s Estate Planning QuickView
will significantly reduce the time it takes to analyze
multiple dispositive plans. Calculations that would
otherwise take hours are yours - without effort - at
the click of a mouse.
Clients will see on the screen - or
in print - flowcharts, graphs, and summaries that show
the estate tax consequences of doing nothing. They will
quickly comprehend and appreciate the incredible difference
your recommendations can make.
You can do multiple "what if"
tax savings scenarios and illustrate "highest to
lowest" comparisons with the client present. This
"instant understanding" speeds up the entire
estate planning process.
What it costs:
If your time is worth $300 an hour or more, you’ll
pay for Leimberg’s Estate Planning QuickView in
the first 10 minutes you use it!
More importantly, the learning curve is minutes
rather than hours. Less than 10 inputs produces
over 16 senarios automatically. The time you
save with this intuitive easy to learn and easy to use
software saves you money and aggravation.
NO TEARS! You’ll be up and running
in a few minutes - even if you are a computer novice!
Runs on any machine that will run Windows including Windows
3.1, Windows 95, Windows 98, Windows ME, Windows 2000,
and Windows XP.
The RIGHT ANSWERS - RIGHT NOW!
Minimal Data Entry. We mean it! Average input time is
less than one minute.
Changes in QuickView version 2009
- The State Death Tax Manager engine has been updated to v. 1.90 which
handles more state death tax variations including the circular tax calc for
Iowa.
- A Download Latest State Data option has been added to the View Menu. Note: After program installation, you should download the latest state data
file (which was recently updated).
- The Override Amount To Surviving Spouse input on the Estate
Information screen may now be entered as a percentage.
- Printed Flowcharts have been improved.
- New features have been added which enhance operation in network
installations. These include the Create Desktop Icon feature and Location
of Files selection for Help Files on the File Menu. A Copy Help Files
option is now shown on the Help Menu.
- Windows Vista support is enhanced with the Location of Files
selection for saving Data Files now defaulting to a Leimberg program
location under the My Documents directory.
- Improvements have been made to the E-mail Data File feature on the
File Menu and the E-mail Technical Support feature which is on the Help Menu
at Leimberg on the Web.
- A new System Information feature has been added to the Help Menu.
As is the case with all Leimberg and LeClair Inc. software,
Estate Planning QuickView comes with a 30-day,
"no-questions asked" 100% money-back guarantee.
QuickView annual updates available for $49
*10 User Packs are intended for 10 users at one
physical location only.
Please call 610 924 0515 (to place a phone order)
