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Estate Planning Expert

Estate Planning Expert develops extensive software that is user-friendly to prepare sound advice that is tailored to the situation & wishes.


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Estate Planning Expert is a leading brand that specializes in providing comprehensive estate planning solutions. Since 2001, we have been developing the best and most extensive software in the field of estate planning. Our user-friendly programs enable notaries, tax advisors, accountants, and financial planners to create well-informed advice tailored to their clients' individual situations and preferences.

In addition to our innovative software, we offer high-quality training programs through our partnership with Estate Planning College. Our experienced instructors, who have a proven track record in both academia and legal practice, provide in-depth education on fiscal and legal matters, with a particular focus on estate planning. Our software is always up-to-date and, in most cases, accessible via smartphones and tablets.

With our wide range of offerings, we can provide customized solutions for every notary, tax advisor, accountant, or financial planner. Our testament advice program has been recognized as the best in the market since 2002 for professionals involved in estate planning. We pride ourselves on our responsive and friendly helpdesk, available on weekdays to resolve issues and address user queries.

Stay up-to-date with the latest developments and updates in estate planning by joining Estate Planning Expert. Contact us today for a comprehensive testament comparison and calculation of estate tax based on the most current legislation and case law


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