Can you believe 2024 is nearly halfway there? Us neither. But with another passing, we have another batch of product news and updates we’re thrilled to share. Check them out below.
Have any questions or feedback? Reach out at [email protected]
See the Impact of State Estate Taxes on a Client’s Estate
Advisors can now take into consideration the impact of state estate taxes on their clients’ taxable estates in our Taxable Estate Analysis—available in our Visualization Suite (TM).
This update allows advisors to illustrate the federal and state tax liabilities that may be due before and after the Tax Cuts and Jobs Act (TCJA) sunsets in 2025.
This simplified analysis allows advisors to help their clients understand the value of potential tax planning strategies they may be able to take advantage of today.
Mark a Client’s Signed Documents Complete & Store in their Vault
We’ve given advisors the ability to mark a signed document as complete on the behalf of a client. Advisors can now also upload the signed document and store it in the client’s Vault for safekeeping and easy access.
Enhancements & Updates to How a Client’s Estate Plan Information is Organized
We’ve updated our framework for storing information about your clients’ estate plans. This update allows you to better organize and summarize key pieces of information, as well as pull that information into visualization reports.
Examples of new fields being captured include:
- Decision makers
- Trust termination events
- If the trust is exempt from generation-skipping transfer tax (GST)
This month’s EsterTM enhancements
We released a new version of EsterTM to allow for an increased speed in extractions as well as additional optimization and stability.
We take pride in collaborating closely with our advisor partners and their clients to offer tools for creating, visualizing and managing estate plans effectively over time. Your feedback is invaluable to us, so please don’t hesitate to share your thoughts with us by emailing us at [email protected].
