Personal estate planning in Title/Summary

Estate Planning Software

This program quickly and easily create professional, customized, state specific estate planning documents for your clients! The Estate Planning Pro software includes an auto complete feature which recognizes text as it is typed and then automatically recalls it later if/when necessary.

• Publisher: Ruth Technology Corporation
• Last updated: December 8th, 2009

Estate Planning Tools

Estate Planning Tools includes over 100 different calculation models in 15 areas: Trusts (includes our most comprehensive coverage of GRATs, QPRTS, GRUTs, Dynasty Trusts); Tools of Estate Planning (private annuities, SCINs); Charitable (charitable remainder unitrusts and annuity trusts), Estate Planning Techniques (§6166, §303, installment sales, group term cost); Retirement, Taxes.

• Publisher: Brentmark Software, Inc.,
• Last updated: May 22nd, 2012

Forecaster

The Forecaster program assists you to organize and manage your retirement and estate planning. You specify to the Forecaster program one or more persons whose positions are to be considered, and create one or more Forecaster plans for them. Each Forecaster plan represents a set of assets whose future performance will be simulated by the Forecaster program.

• Publisher: Bruce Martin
• Home page: www.retirementforecaster.com
• Last updated: December 15th, 2011

Personal estate planning in Description

HomeManage

Keep an organized record of your possessions. Get rid of folders filled with receipts, warranties and photographs. Relax when you change residences. Use HomeManage to keep track of your belongings when you move. Make certain that nothing gets left behind or disappears in transit

• Publisher: Liberty Street Software
• Home page: www.libertystreet.com
• Last updated: February 29th, 2012

Wealth Planner Program

Wealth Planning merges the disciplines of retirement planning (accumulation) and estate planning (distribution). It addresses the three most critical issues facing high net worth clients. Its planing features makes this software even greater for the domain in which is used.

• Publisher: Wealth Planner Program
• Last updated: June 8th, 2012

Empire Life Envision

Empire Life Envision is an application that can illustrate life insurance-based solutions to any number of financial concerns. The program includes aspects like estate planning, charitable giving, retirement planning, pension maximization and corporate insurance. You can manage your policies and create new ones.

• Publisher: Empire Life
• Last updated: October 21st, 2016

GenuTax Planner

GenuTax Planner is an innovative Canadian tax planning software product that allows you to calculate a reasonable estimate of your tax liability for 2011 and 2012. Future updates will add the ability to calculate estimates for 2013 and beyond. Personal tax planning should be a year-round process, not just something you consider at the time you file your annual tax return.

• Publisher: GenuSource Consulting
• Home page: www.genutax.ca
• Last updated: February 18th, 2013

Invantive Estate

The real estate software Invantive Estate offers an integral view of your portfolio. Invantive Estate turns risks into opportunities. It features both a web interface and integration with Microsoft Outlook.

• Publisher: Invantive Software B.V.
• Last updated: October 23rd, 2020

Additional Personal estate planning selection

RMS

The PC RMS supports operation with databases 2 formats: Microsoft SQL-Server ' 2000 Microsoft Access ' 2000 of office package Microsoft Office ' 2000. The list of objects of property of the PC RMS supports possibilities of hierarchical construction of property complexes from parent objects.

• Publisher: High Technologies of Management Ltd
• Home page: www.ooovtu.ru
• Last updated: December 19th, 2010

Day Organizer

The personal organizer software Day Organizer offers a well-arranged organization of work time and free time, filing recurring events (birthdays, holidays, sports activities, meetings, regular vaccinations, insurance premium payments etc.) and reminders for events that you wish to be reminded about.

• Publisher: Patrik Tanzer
• Last updated: April 2nd, 2018

Computerize Your Assets

As fun things go, you probably rank taking a home inventory right up there with going to the dentist. If you have ever said to yourself, "I know I really need a home inventory" you know exactly what we are talking about. There is no reason to put it off any longer.

• Publisher: Custom Apps, Inc.
• Last updated: September 29th, 2011

Budget Planner

Planning a budget is quite a difficult task, especially for inexperienced users. You should take into account all incomes and expenses, which requires much attention from you. Budget Planner is a small utility that was developed to help you in planning your personal budget. This program can be very useful and help you to save a lot of money.

• Publisher: Snowmint Creative Solutions
• Home page: www.snowmintcs.com
• Last updated: October 11th, 2009

Cheshire Wealth Manager

The Cheshire Wealth Manager is fully integrated financial planning software for investment professionals. This wealth management software includes estate planning, monte carlo analysis, and goal or cash flow based planning. With the Cheshire Wealth Manager, you will have the tools you need to engage new clients and strengthen existing client relationships.

• Publisher: Cheshire Software, Inc.
• Home page: www.cheshire.com

Real Estate Agent

You can create your own real estate database and improve your efficiency with Real Estate Agent. A powerful tool featuring a database and a scheduler, the program is a must-have for real estate agencies. Being very flexible and easy-to-use, the software allows a user customize the database management and create his or her own menu.

• Publisher: Binary House Software
• Home page: www.binaryhouse.com
• Last updated: January 22nd, 2018

Sage Planning for Business

Sage Planning for Business is an easy-to-use application for anyone who wants to start their own business. The application involves four key stages within Sage Planning for Business but after that you will have a professional business plan that shows you the potential of your business.

• Publisher: Sage (UK) Ltd
• Last updated: January 12th, 2012

Microsoft Money

Microsoft Money Essentials is a product that belongs to the Microsoft Money Suite family. It is a powerful and easy to use tool for the management of home accounting. It allows working offline and online, in the latter mode the program updates balances and movements from your bank accounts. It runs only on Windows Vista and Windows XP Service Pack 2.

• Publisher: Microsoft
• Last updated: July 6th, 2020

Real Estate Assistant

Real Estate Assistant is a suite of several functions designed to assist Realtors in the entering and tracking basic information that might be of assistance to them. The software offers a lot of advanced and important functions to choose from and to work with.

• Publisher: R. E. G. Software
• Last updated: August 16th, 2018

Personal Financial Statement

This software will help you to create and print a complete, professional Personal Financial Statement. This statement is extremely valuable when presenting yourself to a bank or other lending institution as a professional real estate investor or business owner.

• Publisher: Rich Dad Education, LLC
• Last updated: July 5th, 2013