Estate Planning Tools

The easy-to-use needs assessment tool reveals areas where clients may need further protection for themselves and their family. FreshPlan estate planning tools help to get these important conversations started.

Estate Planning Tools include:

  • Estate Planning Checklist
  • Final Tax Bite
  • Probate Fee Estimator
  • Charitable Donation Calculator
  • Gifts in Kind, Shares & Other Capital Property
  • Donating Shares to a Charity
  • Donate Some Shares, Sell Some

See also: Tax Planning Calculators


Create Templates
Creating Templates give you a quick-start of the calculators you use most in given situations to create financial reports.

Modular Financial Planning
Use only the calculations relevant to each clients’ situation. FreshPlan is powerful enough to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

Client-Friendly Reporting
Integrate any number of calculators with financial infographics to create visual, personalized reports that client will understand. All reports are personalized with advisor name, logo and contact information.

Calculate. Educate. Plan.

Easily calculate, explain and reinforce complex financial concepts.
FreshPlan combines 75 calculators with a growing number of powerful financial infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool. FreshPlan calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.