Announcing Scenario Builder: Instantly Model, Compare, and Optimize Complex Estate Strategies

We’re excited to introduce Scenario Builder, the first estate plan modeling tool that instantly gives financial advisors and attorneys a clear view of the potential outcomes of different estate planning strategies. This powerful tool enables you to compare techniques side by side, equipping you with transparent, data-backed insights to help clients make informed decisions.

Scenario Builder calculates estate tax implications in real time, incorporates future financial events, and lets you adjust key assumptions over time. You can easily modify variables—such as asset growth, tax rates, and liquidity events—to model different strategies with greater precision. You can build upon any client’s existing estate plans and explore new planning strategies, fostering proactive discussions about preserving wealth while reducing estate tax liability.

Transforming how advisors and attorneys model estate plans

There has never been a centralized way to view a client’s current estate plan, project it into the future, and layer on new strategies or key events to see how they compare—until now. Scenario Builder fills this gap by providing a centralized platform that runs complex calculations instantly and delivers real-time insights on estate planning strategies.

Scenario Builder allows you to:

Compare complex estate planning strategies: Simulate sophisticated planning techniques, by modeling scenarios, including Grantor Retained Annuity Trusts (GRATs), Charitable Lead Annuity Trusts (CLATs), Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, Irrevocable Life Insurance Trusts (ILITS), and more. Demonstrate the impact of advanced strategies individually or layer multiple techniques to see how they work together, all with personalized projections.

Calculate and visualize tax implications, wealth transfer efficiencies, and more: Automate the complexity of estate planning calculations in a single, centralized platform, eliminating the need to manually run calculations across multiple applications and then formatting them for client-facing reports.

Proactively plan for future events: Incorporate anticipated events such as asset sales, major gifts or charitable pledges—and better understand how they impact your client’s estate value and tax liability.

Instantly compare the impact of estate planning strategies: Test multiple scenarios side by side to uncover key insights and refine strategies based on real data. Adjust variables like asset growth rates, life expectancy, state residency, and estate tax exemptions to create tailored, data-driven projections.

Advisors can now analyze the impacts of these potentials more precisely and share with clients in a clear, visual way within minutes.

How Scenario Builder works

While Scenario Builder runs complex calculations in an instant, the user experience stays simple. In just four steps, you can generate clear, personalized insights for your clients:

1. Establish a baseline: Scenario Builder automatically pulls in key details from your client’s personal information, including financial data and estate documents, to create an accurate foundation to compare scenarios against.
2. Create and customize scenarios: Model multiple strategies, refine existing ones, and layer in real-world factors like asset sales, inheritances, liquidity events, or changes in state residency to see how they impact long-term outcomes.
3. Compare side by side: Instantly generated visuals highlight key differences, from estate tax exposure to portfolio growth, so you can assess and adjust variables to refine strategies.
4. Generate client-ready reports: Seamlessly export scenario comparisons into PDF or PowerPoint to make complex estate planning decisions easy to communicate.

A simpler way to model estate strategies for every client

Scenario Builder is a powerful tool for all client types—whether they have complex or relatively simple estates. For High Net Worth and Ultra High Net Worth clients who are concerned about potential estate tax liability or want better control over their distributions to beneficiaries or charities, advisors can now provide greater insight and precision into the impacts different strategies will have that align with the client’s goals.

However, even clients with simpler estates may have questions about the impact future events, like relocation to another state or a liquidity windfall, have on their estate plan. Or they may have a blended family and want to model potential strategies for best handling future distributions.

With Scenario Builder, advisors can guide clients through complex estate planning decisions with unparalleled precision, clarity, and confidence. Get an exclusive look at Scenario Builder on March 20 by joining our webinar.

Scenario Builder is being rolled out in the coming weeks. To get an exclusive look at how it works, book a personalized demo today.