Cheshire Software has added estate planning features to its wealth management product.
The Cheshire Wealth Manager now includes the ability to model fundamental estate planning strategies. The estate planning analysis allows users to enter various current estate strategies such as credit shelter trusts, gifting and irrevocable life insurance trusts.
The feature also allows planners to enter proposed estate planning strategies and compare the two strategies using flow chart and bar graph analysis. Cheshire Software plans to add more estate strategy types in the future.
A 30-day free trial of the Cheshire Wealth Manager is available for evaluation at www.cheshire.com.
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