Estate Planning QuickView is our state law sensitive flowchart and graph based Windows software to provide and help communicate instantaneous answers to two of the most important questions you - and your clients - need to answer:

• What dispositive strategy will reduce taxes at death to the lowest possible amount?
• What dispositive strategy at death will provide the highest amount of financial security (capital) for heirs?

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.

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 98, Windows ME, Windows 2000, Windows XP, Vista, and Windows 7.

Minimal Data Entry. We mean it! Average input time is less than one minute