The zCalc Tool Box Suite is a group of analytical products and tools that enhance your ability to create, analyze, and present powerful tax and estate planning strategies. The zCalc Tool Box Suite has enabled hundreds of professionals to impress their clients by providing vivid reports, graphs, and presentations that help walk clients through the estate planning process.

The zCalc Tool Box Suite includes all of the products below.

zCalc Tool Box
The zCalc Tool Box is a set of spreadsheet-based models and calculators that analyze various tax and estate planning strategies. Authored by renowned estate planning experts, the zCalc Tool Box puts powerful estate planning strategies in an easy to use, yet robust format. The zCalc Tool Box also includes the zCalc Function Library and the Tool Box Templates.

zCalc Function Library
The zCalc Function Library is an add-in to Microsoft Excel® that allows you to perform estate, retirement, charitable, financial, and tax planning calculations right inside your own spreadsheet. It installs over 100 custom functions that work just like Excel's built-in functions, such as PV, FV, PMT, and so forth.

Tool Box Templates
The Tool Box Templates are the same models and calculators contained in the zCalc Tool Box but provided as regular Excel spreadsheet files/templates. These templates are unlocked and fully editable so that you can modify and customize them with the calculation power of the zCalc Function Library and the presentation power of Excel.

Presentations
The presentation portion of the program includes a series of Microsoft PowerPoint® slide shows covering a variety of estate and charitable planning topics including those strategies contained in the zCalc Tool Box. These slide shows can be used to present your services to a wide variety of clients, trade groups, or seminars. All slide shows are expertly formatted for a professional look and feel that will add credibility to you and your services.

To see a zCalc demo, click here.

To download a trial version of zCalc, click here.