Commercially Available Software Applications for Trusts & Estates ProfessionalsCommercially Available Software Applications for Trusts & Estates Professionals

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-retai...