Wolters Kluwer

CCH® FinEst Calcs

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

Key Features

Versatile calculation features allow you to:

  • Compute more than 20 separate calculations.
  • Display three different side-by-side scenarios.
  • Consider “what-if” planning.

This electronic productivity tool is designed exclusively for professionals who perform estate planning and related functions.

Get answers quickly with CCH FinEst Calcs’ calculators:

Split Interest Trusts:

  • Charitable Gift Annuity 
  • Grantor Retained Annuity Trust (GRAT)
  • Grantor Retained Interest Trust (GRIT)
  • Grantor Retained Unitrust (GRUT)
  • Charitable Remainder Annuity Trust (CRAT)
  • Charitable Remainder Unitrust (CRUT)
  • Charitable Lead Annuity Trust (CLAT)
  • Charitable Lead Unitrust (CLUT)
  • Qualified Personal Residence Trust (QPRT)
  • Pooled Income Fund


  • Future Value of a Lump Sum
  • Future Value of an Annuity
  • Internal Rate of Return (IRR) — Even Cash Flows
  • Present Value of a Lump Sum
  • Present Value of an Annuity
  • Interest Amortization
  • Sinking Fund 


  • Social Security Income Inclusion


  • Estate Tax
  • Gift Tax
  • Generation Skipping Transfer Tax (GST)
  • Deferred Estate Tax Installment (Post-1997 Years)

Web App - Functionality includes:

  • Robust Help with links to FEPI
  • Ability to view up to 3 scenarios per calculator
  • Graphing capability
  • Ability to save/export PDF, Excel, CSV

And, find answers on the go with CCH Mobile. Get CCH® IntelliConnect®research, as well as other relevant news and information, directly on your mobile device.

iPad®/iPhone® | Android |  Kindle Fire HD

Learn more with the CCH Mobile Quick Start Guide.

  • More than 20 separate calculations covering Split Interest Transfers, Retirement, Financial and Tax.
  • These calculators may be modified to accommodate a variety of computational options — so you're not locked into default settings.
  • Each calculation has three different scenarios displayed side-by-side — allowing for "what-if" planning.
  • A graphing capability is built right into this program, allowing you to display or print the results. 
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