Key Features of the Estate Planner

Oct 13, 2025 by wbrum.org 83 views

Introduction

As a professional in the field of tax and estate planning, it is essential to have the right tools at your disposal to create and present effective strategies to your clients. The Estate Planner module of ONESOURCE Trust & Estate Administration is a powerful tool that offers a range of analytical products and tools to help you achieve this goal. In this article, we will explore the features and benefits of the Estate Planner and how it can help you to provide valuable insights to your clients.

What is the Estate Planner?

The Estate Planner is a comprehensive tool that provides a range of features and functions to help you create and present tax and estate planning strategies to your clients. It offers a range of analytical products and tools that enable you to calculate different planning scenarios, explain complex concepts in a simple manner, and create customized client presentations.

Key Features of the Estate Planner

The Estate Planner offers a range of key features that make it an essential tool for tax and estate planning professionals. Some of the key features include:

Scenario Planning: The Estate Planner enables you to calculate different planning scenarios, taking into account various factors such as tax rates, asset values, and beneficiary designations.
Customized Presentations: The tool allows you to create customized client presentations, including vivid reports and graphs, to help explain complex concepts in a simple manner.
Improved Integration: The Estate Planner offers improved integration with other ONESOURCE products and tools, enabling you to access a range of analytical products and tools from a single platform.
Greater Flexibility: The tool provides greater flexibility, enabling you to create and present tax and estate planning strategies in a way that is tailored to your clients' specific needs.

Benefits of Using the Estate Planner

The Estate Planner offers a range of benefits to tax and estate planning professionals, including:

Improved Client Engagement: The tool enables you to create and present tax and estate planning strategies in a way that is engaging and easy to understand, helping to improve client engagement and satisfaction.
Increased Efficiency: The Estate Planner automates many of the tasks associated with tax and estate planning, enabling you to work more efficiently and effectively.
Enhanced Decision-Making: The tool provides a range of analytical products and tools that enable you to make informed decisions about tax and estate planning strategies.
Competitive Advantage: The Estate Planner offers a range of features and functions that can help you to differentiate yourself from competitors and establish a competitive advantage in the market.

How to Get Started with the Estate Planner

Getting started with the Estate Planner is easy. Here are the steps you need to follow:

Sign Up for an Account: To access the Estate Planner, you need to sign up for an account with ONESOURCE. This involves providing some basic information about yourself and your business.
Choose Your Plan: Once you have signed up for an account, you need to choose your plan. The Estate Planner is available in a range of different plans, each of which offers a different level of access to the tool's features and functions.
Access the Tool: Once you have chosen your plan, you can access the Estate Planner from the ONESOURCE website. This involves logging in to your account and navigating to the Estate Planner page.
Start Creating: Once you have accessed the Estate Planner, you can start creating tax and estate planning strategies for your clients. This involves using the tool's features and functions to calculate different planning scenarios, create customized client presentations, and more.

Conclusion

The Estate Planner is a powerful tool that offers a range of features and functions to help tax and estate planning professionals create and present effective strategies to their clients. With its improved integration and greater flexibility, the Estate Planner is an essential tool for anyone working in the field of tax and estate planning. By following the steps outlined in this article, you can get started with the Estate Planner and start creating and presenting tax and estate planning strategies that meet the needs of your clients.

Frequently Asked Questions

Here are some frequently asked questions about the Estate Planner:

Q: What is the Estate Planner? A: The Estate Planner is a comprehensive tool that provides a range of analytical products and tools to help tax and estate planning professionals create and present effective strategies to their clients.
Q: What are the key features of the Estate Planner? A: The key features of the Estate Planner include scenario planning, customized presentations, improved integration, and greater flexibility.
Q: How do I get started with the Estate Planner? A: To get started with the Estate Planner, you need to sign up for an account with ONESOURCE, choose your plan, access the tool, and start creating tax and estate planning strategies for your clients.

Additional Resources

Here are some additional resources that you may find helpful:

ONESOURCE Website: The ONESOURCE website provides a range of information and resources about the Estate Planner, including tutorials, guides, and FAQs.
Estate Planner User Guide: The Estate Planner user guide provides a comprehensive overview of the tool's features and functions, as well as step-by-step instructions for getting started.
ONESOURCE Support: The ONESOURCE support team is available to answer any questions you may have about the Estate Planner, including technical support and troubleshooting.
Estate Planner Q&A: Frequently Asked Questions and Answers ===========================================================

Introduction

The Estate Planner is a powerful tool that offers a range of features and functions to help tax and estate planning professionals create and present effective strategies to their clients. However, we understand that you may have questions about the Estate Planner and how it can help you achieve your goals. In this article, we will answer some of the most frequently asked questions about the Estate Planner, including its features, benefits, and how to get started.

Q: What is the Estate Planner?

A: The Estate Planner is a comprehensive tool that provides a range of analytical products and tools to help tax and estate planning professionals create and present effective strategies to their clients.

Q: What are the key features of the Estate Planner?

A: The key features of the Estate Planner include scenario planning, customized presentations, improved integration, and greater flexibility.

Q: How do I get started with the Estate Planner?

A: To get started with the Estate Planner, you need to sign up for an account with ONESOURCE, choose your plan, access the tool, and start creating tax and estate planning strategies for your clients.

Q: What are the benefits of using the Estate Planner?

A: The benefits of using the Estate Planner include improved client engagement, increased efficiency, enhanced decision-making, and a competitive advantage in the market.

Q: Can I customize the Estate Planner to meet my specific needs?

A: Yes, the Estate Planner offers a range of customization options, including the ability to create customized client presentations and tailor the tool's features and functions to meet your specific needs.

Q: Is the Estate Planner user-friendly?

A: Yes, the Estate Planner is designed to be user-friendly, with a intuitive interface and step-by-step instructions to help you get started.

Q: Can I access the Estate Planner from anywhere?

A: Yes, the Estate Planner is a cloud-based tool, which means that you can access it from anywhere, at any time, as long as you have an internet connection.

Q: What kind of support does ONESOURCE offer for the Estate Planner?

A: ONESOURCE offers a range of support options for the Estate Planner, including technical support, troubleshooting, and training.

Q: Can I integrate the Estate Planner with other ONESOURCE products and tools?

A: Yes, the Estate Planner offers improved integration with other ONESOURCE products and tools, enabling you to access a range of analytical products and tools from a single platform.

Q: What kind of training and resources are available for the Estate Planner?

A: ONESOURCE offers a range of training and resources for the Estate Planner, including tutorials, guides, and webinars.

Q: Can I try the Estate Planner before committing to a purchase?

A: Yes, ONESOURCE offers a free trial of the Estate Planner, which allows you to try the tool before committing to a purchase.

Q: What kind of customer support does ONESOURCE offer for the Estate Planner?

A: ONESOURCE offers a range of customer support options for the Estate Planner, including phone, email, and online chat support.

Conclusion

The Estate Planner is a powerful tool that offers a range of features and functions to help tax and estate planning professionals create and present effective strategies to their clients. We hope that this Q&A article has answered some of the most frequently asked questions about the Estate Planner and has provided you with a better understanding of how it can help you achieve your goals.

Additional Resources

Here are some additional resources that you may find helpful:

ONESOURCE Website: The ONESOURCE website provides a range of information and resources about the Estate Planner, including tutorials, guides, and FAQs.
Estate Planner User Guide: The Estate Planner user guide provides a comprehensive overview of the tool's features and functions, as well as step-by-step instructions for getting started.
ONESOURCE Support: The ONESOURCE support team is available to answer any questions you may have about the Estate Planner, including technical support and troubleshooting.
Estate Planner Training: ONESOURCE offers a range of training and resources for the Estate Planner, including tutorials, guides, and webinars.