Estate Planning Software
Simplify and scale estate planning for financial advisors.
Executive Summary
Holistiplan provides intuitive software designed to streamline and enhance the estate planning process specifically for financial advisors. It aims to simplify complex tasks related to wills, trusts, and asset management, ensuring that clients' estates are handled according to their wishes. The platform integrates estate planning capabilities with its existing strengths in tax and insurance planning, offering a comprehensive solution for advisors. The software is built to improve efficiency, accuracy, and compliance within an advisor's practice. It includes tools for modeling estate taxes, structuring trusts, and analyzing financial scenarios. By automating aspects of estate planning, Holistiplan enables advisors to deliver professional-grade services at scale, without necessarily needing to expand their team or outsource. This allows advisors to provide immediate, tangible value to clients by turning complex financial data into actionable insights.
Use Cases
- Simplifying wills, trusts, and asset management for clients.
- Modeling estate taxes and structuring trusts.
- Integrating estate planning with broader financial, tax, and insurance planning.
- Improving efficiency and accuracy in an advisor's estate planning practice.
- Delivering scalable estate planning services to a larger client base.
Features
Visibility
- Client Planning Dashboard: Centralized view of client estate plans, tax analyses, and financial projections.
- Scenario Modeling Tools: Calculators and tools for modeling estate taxes and structuring trusts.
Intelligence
- Tax Return Analysis: Quickly turns tax returns into actionable insights for planning.
- Estate Planning Insights: Identifies opportunities for optimizing wills, trusts, and asset management.
Technical Specifications
- Deployment
- SaaS
- Authentication
- SSO/SAML
- API Available
- Yes
Integrations
- Asset Map
- Zocks
- Jump
- Redtail
- Wealthbox
- PreciseFP
Pricing
- Model
- Subscription-based, tiered
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
About Holistiplan
Holistiplan is an award-winning tax planning software solution designed for financial advisors. It simplifies and scales the financial planning process for taxes, insurance, and estates, helping advisors be more comprehensive and efficient through AI-powered document processing and scenario modeling.