Kugler Estate Analyzer™

|||Kugler Estate Analyzer™

Kugler Estate Analyzer™


Updated for The SECURE Act

The Kugler Estate Analyzer is a comprehensive estate planning program using a building block approach. Estate planning techniques may be stacked on top of each other to show the incremental effect of each technique.

  • Pertinent Information recaps the relevant information about the client’s assets.
  • Goals & Objectives explains why each technique is being considered.
  • Proposed Arrangement describes how to implement each technique being illustrated.
  • Results and Benefits illustrate the benefits of implementing the planner’s recommendations.
  • Flowcharts are used to demonstrate the impact of the technique on the client’s overall financial picture. Since the planning techniques are integrated, the flowcharts reflect the combined effect of the techniques.  You can easily demonstrate to the client the benefits of each planning technique.
  • Summary of Planning Results clearly and concisely illustrate the benefits of utilizing the estate plan.


Download now!

Kugler Estate Analyzer™ is $695 for a single initial license, including six months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $236 for a single license.

A current desktop version of Windows is required.

We guarantee your satisfaction with a 30-day money back guarantee.

For multiple licenses or enterprise licensing, please call 803-781-9595.



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