Estate Planner

The zCalc Tool Box Suite is now part of the ONESOURCE brand.
The Estate Planner module of ONESOURCE Trust & Estate Administration offers the analytical products and tools you depend on to create and present powerful tax and estate planning strategies.

But now it offers improved integration and greater flexibility under a united brand.

The Estate Planner provides vivid reports and graphs for your clients so that you can:
Calculate different planning scenarios
Explain complex concepts in a relatively simple manner
Create customized client presentations