Estate planning

NaviPlan offers a variety of estate planning solutions to empower advisors to craft powerful estate strategies to ensure client wealth properly transfers to future generations and taxes are minimized.

Unique estate assumptions

NaviPlan offers a unique set of assumptions that focus specifically on estate needs. Additionally, advisors can generate an estate questionnaire for clients right within the assumption page.

Deliver engaging estate advice

Once applied, advisors can deliver modern, easy-to-understand estate reports that are tailored to the needs of their clients. Using the Client Report Editor, these reports can be customized to match the look and feel of your firm.

Powerful estate scenarios

NaviPlan includes a variety of powerful estate planning strategies including funded trusts, estate expenses, gifting, will inclusion, bequests, and more. As strategies are implemented, the estate coverage chart is updated in real-time, allowing advisors and clients to see how to reach their estate goals.

NaviPlan 20.3 release thumbnail

Latest update | NaviPlan 20.3

Our latest update to NaviPlan includes a new account aggregation provider, Morningstar updates, and other enhancements.

Read the release details

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