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Probate Fees

Probate Fees Calculator

Calculate the probate fees due based on the value of an estate.
Taxes at Death calculator

Final Tax Bite Calculator

This taxes at death calculator estimates your estate’s tax liability at death with no surviving partner.
Estate Planning

Estate Planning Checklist

This estate planning checklist will help you assess the status of your estate plan.
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Mariska Reinerink
Financial Planner
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Manager, Wealth Advisory
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Wealth Advisor
FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are n...
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Certified Financial Planner
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules...
Bill Southall
Senior Financial Planning Advisor
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Wealth Specialist
Easy to use, customized output great quick planning tool to show concepts.
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Financial Advisor
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Financial Advisor
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Financial Planner
FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them w...
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Financial Advisor
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