Wolters Kluwer
financial & estate planning

Our research and analytical tools take the complexity out of financial and estate planning.


Become a more valued partner to your clients when you help them secure their financial future through intelligent, careful financial and estate planning.

Chances are most of your clients are dealing with multiple issues, such as losing employer-sponsored benefits, taking care of older parents, paying for their children's college tuition or planning for retirement. Analyze each client's unique situation and show them exactly how to reach their goals.

Research Solutions
Financial and Estate Planning Library

Receive coverage of all stages of estate administration, planning and development.

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Estate Planning Expert Library

An exclusive estate planning research resource written by experts, for experts.

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CCH® FinEst Calcs

This electronic productivity tool is designed to automate and consolidate financial and estate planning calculations, and provide graphical representation.

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Software Solutions
Integrated Digital Tax Workflow

An End-to-End Solution

Our Digital Tax Workflow solutions allow you to standardize, integrate and automate across all processes of your tax workflow. Discover today how you can get your game plan in sync with a future-ready workflow.

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A Smarter Way to Audit

Wolters Kluwer's Integrated Audit Approach

Change your perspective on audits with an end-to-end solution that breaks from the checklist mentality and puts YOU in the driver's seat.

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Corporate Workflow Solutions

Assisting small- to medium-sized corporations improve productivity and mitigate risk with an end-to-end corporate tax workflow.

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Books & Publications
Estate & Gift Tax Handbook (2017)

Ensures you are up to date on the latest wealth transfer planning techniques, law changes, court cases and IRS rulings.

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Practical Guide to Estate Planning (2018)

Provides a general overview of the constantly changing estate planning process and covers the legislative, regulatory and judicial developments that are of most importance to estate planners.

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Learning Solutions
Estate and Trust Primer for Tax Professionals


Estate and trust administration is a growing part of a tax professional's practice. These courses provide a practical understanding of the issues involved in making decisions regarding clients' trusts. You also get guidance on dealing with tax compliance issues at death and preparing the federal estate tax return (Form 706), the federal gift tax return (Form 709), and the decedent's final federal income tax return.

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Form 1041 Preparation


Don't miss this popular series covering preparation of the U.S. Income Tax Return for Estates and Trusts (Form 1041). You'll get an overview of the process, discussion of issues relating to the complexities of income taxation of estates and trusts — including Subchapter J, plus key questions to ask your clients and line by line explanations of the form.

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Training & Consulting

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