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Estate Planning Software for Advisors

Help your clients build complete financial plans that include robust estate planning. As a licensed Canadian Financial Advisor or Planner, you know estate planning is a crucial part of comprehensive financial planning. Snap Projections helps you integrate estate considerations seamlessly into your clients’ financial plans, saving you 5-10 hours per complete plan while ensuring nothing is overlooked.

Clients, Partners & Affiliations
In this chart, we are comparing two scenarios. In the year 2049 when John is 84, we can see the inflection point of the two plans showing the same personal estate after tax value. If John lives longer than 84, we can see that the alternative scenario of delaying CPP until age 70 is more beneficial.

Estate planning as part of the complete financial picture

Unlike standalone estate planning tools, Snap Projections integrates estate planning into comprehensive financial plans. This allows you to:

– Show clients how estate decisions impact their retirement strategy

– Model tax implications across the entire financial plan

– Update estate components while maintaining the integrity of the complete plan

– Generate reports that present estate planning in context

– Save time by handling estate planning within the same platform you use for retirement and tax planning

      Advisors can compare scenarios in Snap Projections financial planning software

      Compare estate planning scenarios with one click

      Quickly evaluate multiple estate planning scenarios using Snap Projections. Our estate planning software allows Financial Advisors to compare various strategies effortlessly by providing clients with clear insights into different outcomes. Present multiple estate planning options at the click of a button to facilitate informed decision-making.

        the one-page financial plan report

        Create clear estate planning reports in minutes

        Generate comprehensive estate planning reports rapidly with Snap Projections. Our intuitive estate planning software for Financial Advisors enables you to produce detailed, client-friendly projections and reports in minutes. Deliver transparent and easy-to-understand estate plans to ensure clients grasp essential financial information easily

          This is the main planning page in Snap Projections financial planning software. Advisors can show their clients their whole life on one page.

          Real-time updates and customizable projections

          Maintain accurate estate plans with real-time updates and customizable projections using Snap Projections. Adjust client data and assumptions from the main planning page to ensure estate plans reflect the latest financial information. Provide clients with up-to-date projections tailored to their specific needs and changing circumstances..

          cash flows.

          Create client-friendly estate planning visuals

          Improve client understanding with visually engaging estate planning tools from Snap Projections. Our estate planning software produces interactive charts and graphs that simplify complex financial data. Present estate plans in a clear, compelling format to help clients visualize and comprehend their financial future.

          All-in-one tools for streamlined estate planning

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          Customizable tables and charts

          Snap Projections offers customizable tables and charts that allow Financial Advisors and Planners to tailor data presentations to each client’s unique estate planning needs. Showcase financial scenarios and outcomes to facilitate better client comprehension and more effective communication of complex estate strategies.

          Automated recommendations

          Leverage Snap Projections’ automated recommendations to provide clients with tailored estate planning strategies. Our estate planning software analyzes client data to suggest optimal solutions, which helps Financial Advisors and Planners deliver personalized advice quickly and accurately to enhance the value you bring to your clients.

          Estate planning integration

          Integrate estate planning seamlessly into your financial advisory services with Snap Projections. Our financial and estate planning practice management software supports comprehensive estate and tax planning by ensuring all aspects of your client’s financial lives are considered and effectively managed within a single platform.

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          Decumulation and drawdown strategies

          Develop effective decumulation and drawdown strategies with Snap Projections. Our software assists Financial Advisors and Planners in creating sustainable withdrawal plans for retirees by ensuring clients’ assets are managed wisely throughout their retirement years while meeting their financial objectives.

          Goal-based financial planning

          Utilize Snap Projections for goal-based financial planning, which enables Advisors to align estate plans with clients’ objectives. Our financial and estate planning software helps set, track, and achieve financial goals to ensure estate strategies support clients’ long-term aspirations and financial well-being.

          Customizable planning

          Snap Projections’ financial and estate planning software provides highly customizable planning tools that allow Financial Advisors to adapt scenarios, projections, and reports to meet diverse client needs, ensuring personalized and accurate financial plans.

          What Financial Advisors and Planners Say About Snap Projections

          “As a physician turned financial planner, I am well-acquainted with the frustrations and bad outcomes that can result from software that doesn’t perform well when you need it. My experience with Snap has been exactly the opposite. Even as a beginner, I was up and running after just a few practice scenarios.

          Matt Poyner, Financial Planner

          Matt Poyner
          Financial Planner

          “I will vouch: the client service is stellar from Snap Projections. I submitted a case consult request and had someone on the phone within 15 minutes to resolve it! When one submits an online support request, there’s sort of an expectation that someone will get back to you within a couple of business days, but Snap is so responsive.”

          Kelsey Smart, CFP

          Kelsey Smart, CFP
          Principal, Smart Investments

          “Snap Projections has the best support system of any Financial Planning software that I have used and I must have used nearly 10 of them. Snap’s support is far superior, providing quick and helpful support. For example, with another provider, I would have to set up support calls a day in advance but with Snap I really like the ability to call in and get help right away.”

          Margaret Richards, CFP

          Margaret Richards, CFP
          Richards Financial

          The Financial Advisor's Marketing Guide

          NEW

          A Financial Advisor’s complete marketing guide

          Explore Snap Projections’ comprehensive marketing guide, which helps Financial Advisors effectively promote themselves, as well as their estate planning services. With proven strategies and expert insights, enhance your outreach and attract more clients.

          Frequently Asked Questions

          How does Snap Projections incorporate estate planning into financial plans?

          As part of our comprehensive financial planning software, Snap Projections helps licensed Canadian Advisors show how estate decisions impact the complete financial picture. Compare up to five scenarios on one page, showing how different estate strategies could impact retirement income, tax efficiency, and overall financial goals.

          Can I model estate tax implications in retirement scenarios?

          Yes, Snap Projections allows you to demonstrate how estate planning choices can impact your clients’ tax situation throughout retirement. Create clear projections showing tax implications across different scenarios, helping clients understand the impact of their estate decisions.

          How does estate planning integrate with retirement income planning?

          Estate planning isn’t separate from retirement planning in Snap Projections. You can show clients how estate choices affect their retirement income strategy, model different withdrawal scenarios, and demonstrate the tax implications of various estate planning approaches within the complete financial plan.

          How do I present estate planning strategies to clients?

          Generate clear, one-page SnapShot report summaries that show estate planning in context with overall financial goals. Make real-time updates during client meetings to demonstrate how different estate choices impact their complete financial picture, enhancing client understanding and decision-making.