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. Our expert authors have distilled their combined years of expertise into a variety of models which address most of the common estate planning scenarios.
Simply open the application, enter the data into the selected model as prompted, and the zCalc Tool Box does the rest. Results are generated as a series of spreadsheet reports with calculated values, pie charts, and other graphs. Best of all, there is no need to learn a whole new product interface. The zCalc Tool Box works within your existing Excel application using interfaces you already know and use on a routine basis.
And better yet, you are not stuck with a set of one-size fits all models. All the zCalc models are also available as regular Excel spreadsheet files/templates so that you can modify and customize them with the use of the
zCalc Function Library. These
Tool Box Templates allow you to modify existing calculations, add your own calculations, add functions, change formats, add or modify charts, and much more.
Click on any of the links below to view a PDF file that contains all the input items, charts, graphs, and reports included in each Tool Box model.
Adobe Acrobat is required to view these PDF files.
