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.

More NaviPlan features
Lead generation and goal discovery
Account aggregation
Collaborative planning
Digital fact finder
Analysis and recommendation
Advanced tax planning
Asset allocation & risk tolerance
Business planning
Cash flow planning
Equity compensation
Estate planning
Goals-based planning
Guided Retirement
Insurance planning
Monte Carlo analysis
Retirement income modeling
Scenario manager
Implementation and monitoring
Client portal
Compliance workflows
Customizable client reports


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.



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Latest update | NaviPlan 20.3

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

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Related resources for financial advisors

Attract high-net-worth clients by offering comprehensive estate planning advice with NaviPlan.

Catering to high-net-worth estate planning needs

As ultra-high-net-worth clients get closer to their sunset years, concerns over minimizing potential estate taxes become a very real question. NaviPlan can help answer those concerns with its various estate strategy and modeling options.

Learn more

Creating financial luck with preparation

Financial planning can seem an overwhelming task, causing people to put off getting a financial advisor and hoping they will somehow save the right amount for retirement. How can advisors help clients overcome their financial anxiety and create a plan that will set them up for a successful retirement?

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5 HNW client conversations you should be having

With less than half of HNWIs having substantial conversations about aligning their wealth with important goals and values, there is a real need for advisors to broaden the wealth planning dialogue they are having with clients.

Learn more

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