Appraise, a service provided by Evaluation Services, Inc. of Old Tappan, NJ; furnishes securities pricing for estate and gift tax returns, cost basis research and corporate action information through a web-based platform.

BNA Estate Planner is a full-featured estate-planning program. It generates a summary report that includes graphs, flowcharts and PowerPoint presentations, which can be supplemented with slides from the Presentation Wizard Library. The publisher's website includes an online preview of the program and a 30-day trial.

Brentmark Charitable Financial Planner focuses on the calculation of the tax and economic results of charitable trusts as well as related calculations for grantor-retained annuity trusts (GRATs), grantor-retained unitrusts (GRUTs) and qualified personal residence trusts (QPRTs)

CCH Financial Planning Toolkit presents information on retirement planning plus a variety of retirement and pension calculators and planning tools, including those related to IRAs, 401(k)s, Roth IRAs, variable annuities, RMDs and stretch IRAs. It also offers an RMD calculator with graphics.

Connect2A offers web-based management of estate planning and administration after death; enables accountants, attorneys and clients to share information on the same platform.

The Cowles Estate Practice System provides estate-planning practice tools including: Trust Plus software for drafting wills, trusts and other estate-planning documents; TrusTerminator software, which generates letters and documents, from an asset database to assist in terminating a revocable trust upon the death of the grantor; members-only online trusts-and-estates resources; access to a member listserv for the Cowles community; and Practice Building Supplies.

Creative Edge Estate Planning Power Pak is a web-based retirement/financial/charitable planning application that computes the results of selected planning techniques and presents them in an animated slideshow. The site includes retirement calculators with graphs. A free trial subscription is available.

Steve Leimberg (publisher of NumberCruncher and other software for the trusts-and-estates practice) and Vince Lackner (publisher of the 6-in-1 for Windows estate administration software) joined forces to develop DecoupleCruncher, a standalone state estate tax calculator.

EstateVal is a software package by Estate Valuation and Pricing Systems, Inc. The program provides securities valuation for estate and gift tax returns based on the publisher's online database. The publisher's CostBasis product determines the portfolio's original worth and adjusts for stock splits. Its CapWatch product reviews historical capital changes for publicly held securities.

EstateWorks provides web-based case and process management for estate settlement and estate planning. Users move through screens to enter case, family, contact and financial data, see the status of cases, and view a checklist and reports for each case. The system facilitates keeping track of estate administration and estate planning documents and has task lists for all 50 states. It can share data with several of the Form 706 preparation programs.

FileCenter simplifies and automates the process of managing the electronic files on your computer, making it easier to manage a paperless office.

GainsKeeper is a web-based service that facilitates managing a securities portfolio (including mutual funds, bonds and options) from the tax perspective, including tracking the impact of stock splits, stock dividends, liquidations, name changes, mergers, spin-offs, reorganizations and return of capital, thus providing a service beyond what is typically furnished by brokers.

Intuitive Estate Planner is a software application of which I am the designer. The program conducts comprehensive estate-planning calculations for federal and state estate tax, charitable trusts, GRATs and GRUTs, planned sales (including self-canceling installment notes and intentionally defective irrevocable trusts) and business organization balance sheets with flowcharts. The program, which is published by Thomson/West, includes a built-in slideshow covering basic concepts and advanced estate-planning techniques. An online demo is available, as well as a 30-day trial.

PhilanthroCalc, based on Excel, performs the charitable deduction calculations for charitable trusts and other techniques. The program runs on Windows operating systems or on a web-based platform. PhilanthroCalc provides detailed reports, incorporating text, graphs and diagrams explaining the derivation of the calculations. A 30-day trial is available.

WealthTec Counselor consists of PowerPoint presentations that address estate planning, charitable planning, qualified plans and individual retirement accounts, plus the requirements, tax treatment, advantages and potential drawbacks of each technique. The program may be purchased as a standalone or as part of the publisher's WealthMaster or Foundations modeling programs.

Viewplan is an integrated estate-tax planning calculation program, including minimum distribution calculations. This program has extensive and well-designed flowcharts and graphs. It is also available in an advanced version that addresses charitable trusts, other split-interest trusts and planned sales devices. Available from CCH (demo available).

Wallace Software from Financial Data Service, Inc. provides a CD-ROM with securities prices and online access to additional resources. The program offers estate valuation pricing and other securities pricing information, such as dividend reports and stock splits

WealthTec Counselor consists of PowerPoint presentations that address estate planning, charitable planning, qualified plans and individual retirement accounts, plus the requirements, tax treatment, advantages and potential drawbacks of each technique. The program may be purchased as a standalone or as part of the publisher's WealthMaster or Foundations modeling programs.

zCalc Presentations is a series of PowerPoint presentations covering a variety of estate-planning topics such as grantor retained annuity trusts (GRATs) and grantor retained unitrusts (GRUTs), as well as charitable planning techniques. The program is available either as a standalone or as part of the zCalc Tool Box. The content was created by Howard Eisenberg of WealthTec. You may obtain a 30-day demo from Thomson Corporation.

Suggest other software packages that should be included in this list.