Experience the Gold Standard in Estate Planning Software

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BNA Estate & Gift Tax Planner Free Trial

Long recognized as the gold standard in estate planning software, you'll save time and plan with confidence using the most comprehensive set of calculations and client presentation options available. 

Here's what the experts have to say....

"[BNA Estate & Gift Tax Planner is] an indispensable tool in my practice: powerful, easy-to-use, and great for 'what-if' planning."

Lawrence P. Katzenstein, Partner
Thompson Coburn LLP in St. Louis
Author of Tiger Tables Actuarial Software


"BNA Estate & Gift Tax Planner is comprehensive and powerful, yet easy to use. [It is] a sophisticated means for swiftly making basic and advanced estate tax calculations that address both estate planning and post-mortem situations."

Donald H. Kelley
Estate Planning (October 2007)


Consistently rated 5 Stars by the CPA Technology Advisory 

"This is a strong calculation machine that will provide quick and accurate calculations with easy what-if scenarios. (BNA Software) ... continues to show its commitment to users by investing in and improving its products. If you want to compute the correct tax in the quickest way possible, this program will get the job done."

The CPA Technology Advisor


Comprehensiveness, reliability and ease of use    
Plan with confidence knowing that BNA Estate & Gift Tax Planner provides the most comprehensive, integrated calculation-set on the market, packaged with easy to use data entry features and intuitive page designs.

"The program offers an exceptional set of reliable, interrelated calculations that post in real-time to assist the professional in planning multiple scenarios for the client ... the data entry forms are simple and generally intuitive ... and the worksheet view makes it easy to find specifically what the user needs..."

The CPA Technology Advisor


Customization, flexibility and features  

Increase client satisfaction with the most extensive set of built-in, easy-to-use presentation tools completely integrated with client data to meaningfully demonstrate the outcomes of multiple planning scenarios.

"BNA's [Estate & Gift Tax Planner] provides an efficient way to illustrate the effects of estate planning to clients."

Ron Cooperman, Attorney
Stockwell & Cooperman
Quoted in The CPA Technology Advisor


Company history, support and help  

Rely on the experts and gain the peace of mind that comes with solutions from BNA, the nation's most trusted provider of legal, tax, and regulatory information for over 75 years.

"The BNA Estate & Gift Tax Planner is the leader in estate tax planning, which is something we have come to expect from a recognized name and leader in all types of tax planning."

The CPA Technology Advisor

 

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