ViewPlan Advanced

If you focus on estate planning in your practice, ViewPlan Advanced will give you the professional results you need. With ViewPlan Advanced, it’s easy to generate sophisticated reports and graphs and present different actuarial, charitable and intra-family wealth transfer planning solutions to your clients. You can then review proposed estate plans and provide dynamic visual presentations of each plan to your clients. And, with just a few clicks, you can show your clients completely new scenarios, which provides you with on-the-spot solutions to meet their needs.

Estate planning just got easier. Contact us today — we’ll get you there.

Formats available / Update frequency

• CD-ROM

ViewPlan Advanced helps increase your productivity with a suite of helpful estate planning tools, including:

• State Law Builder — Allows you to adjust state estate tax rates to suit your needs with year-by-year customization whenever the federal estate tax state death tax credit table is used, such as:
• Pre-set state categories follow the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) or Pre- EGTRRA laws.
• Built-in default settings are keyed to current state law and give you the flexibility to adjust or override the rates.
• Calculation Log — Creates an audit trail and allows you to actually see how the program arrived at given results. It also quickly identifies input errors.
• Quick Plan — Provides you with an easy way to quickly enter details about your clients’ estates. You’ll have the ability to add multiple beneficiaries or assets on one dialogue screen, eliminating the need for entering individual asset information.
• Scenario Menu — Allows you to view a scenario and make quick “what if” changes right in that same scenario. You can make revisions, modify tax assumptions, include or exclude gifts.

Other features allow you to:

• Adjust state estate tax rates according to your projections and customize state tax formulas with additions, deductions or credits.
• Illustrate the benefits and consequences of incorporating irrevocable life insurance trusts (ILITs), family limited partnerships (FLPs), gifting strategies and discounting techniques.
• Plan inter vivos or testamentary estates with equal ease.
• Reinforce your recommendations with real-time answers to your clients' questions.
• Share information between ViewPlan Advanced and HotDocs.
• Export data and reports to Microsoft® Word documents and PDF files and share this information with clients.
• Add a customized disclaimer that displays up to four lines of text in the Disclaimer Field at the bottom of report pages.
• Enter, calculate, analyze, compare and illustrate popular actuarial, charitable and intra-family wealth transfer techniques, such as:
  • Charitable Gift Annuities
  • Charitable Lead Annuity Trusts – CLAT
  • Charitable Lead Unitrusts – CLUT
  • Charitable Remainder Annuity Trusts – CRAT
  • Charitable Remainder Unitrusts – CRUT
  • Grantor Retained Annuity Trust – GRAT
  • Grantor Retained Income Trust – GRIT
  • Grantor Retained Unitrust – GRUT
  • Installment Sales
  • Pooled Income Funds – PIF
  • Private Annuity
  • Qualified Personal Residence Trust – QPRT
  • Self-Canceling Installment Notes – SCIN

Estate planning just got easier. Contact us today — we’ll get you there.

Formats available / Update frequency

• CD-ROM

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.