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zCalc Estate Planner
Powerful trust and estate planning software from Thomson Reuters

Why choose zCalc Estate Planner

When it comes to planning your client's estate, protecting their loved ones from unnecessary tax hits is a top priority. The Estate Planner suite from ONESOURCE delivers a group of products and tools authored by renowned estate-planning experts to help you create, analyze, and present intelligent and impactful tax and estate-planning strategies. With vivid reports, graphs, and presentations to guide your clients through, the trust and estate planning software calculates the effects of different scenarios so you can clearly communicate even the most complex ideas.

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What you get with zCalc Estate Planner

Estate Planner Tool Box

The Tool Box puts powerful estate-planning strategies in an easy-to-use, yet robust format.

Function Library

Perform estate, retirement, charitable, and tax planning calculations with 100+ custom functions installed as Excel® add-ins.

Tool Box templates

Fully editable templates merge the calculation power of the Estate Planner Function Library with the presentation power of Excel.

Presentations

​Estate Planner includes editable Microsoft® PowerPoint decks covering many estate and charitable planning topics.

Ready to start a conversation?

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or call a regional representative at +1 800 865 5257.

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