Estate PlannerEstate Planner 
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AddMovie Estate Planner (Eplan.exe). The zCalc Tool Box Suite is now part of the ONESOURCE brand.
Comprehensive Estate Planning Suite for Clear, Accurate, and Client-Ready Tax Strategies
The zCalc Tool Box Suite is now integrated into the ONESOURCE brand, delivering a unified and more flexible environment for trust and estate professionals. The ONESOURCE Trust & Estate Administration – Estate Planner module equips you with analytical tools to craft and present powerful tax and estate planning strategies, enhanced reporting, and seamless workflow support.
With vivid client-ready reports and graphs, the Estate Planner helps you model multiple planning outcomes, simplify complex tax concepts, and build customized presentations. Ideal for professionals seeking advanced estate modeling software, tax projection tools, and high-accuracy financial planning workflows.
Key Features:
– Calculate multiple planning scenarios with precision and clarity
– Explain complex concepts in a simple, visual format
– Create customized, professional client presentations
– Access improved integration across the unified ONESOURCE platform
– Utilize flexible analytics for trust, tax, and estate planning optimization
