Plan benefits
Two ways in. A pass for the case on your desk, or an annual license for the practice that sees charitable remainder unitrusts frequently.
A seven-figure decision. A $325 screen.
Every advisor has a view. You'll have the number: what the trust is projected to add for this client, or cost them, in dollars.
72-Hour Pass
For the case on your desk.
$325
- Full access for 72 hours
- Up to 5 reports
- All five trust structures; both mortality bases
- 10,000 simulated paths per report
- PDF reports are yours to keep
- Disbursement memo included — built for pass-through billing to the client file
Annual
For the practice that sees CRUTs frequently.
$950 / year
About $40 per screen.
- 24 reports per year
- Everything in the 72-Hour Pass
- Single named user
- One active session at a time
Nothing stored — client inputs exist only to render your PDF.
The screen informs your judgment. It does not replace it.
Every report runs your client's actual facts — basis, ages, payout structure, the benchmark they would otherwise follow — through 10,000 simulated paths and shows where the case is projected to land. Some clients come out ahead; many don't. When a structure is projected to trail the client's own alternative, the screen surfaces that before the recommendation is made — not after.
What counts as a report. Each generated PDF counts as one report — including re-runs of the same client with changed inputs. Your remaining count is shown in the app.
Licensing. Each license covers one named individual user. Credentials may not be shared; signing in on a new device ends the previous session.
Terms. Use of the service is governed by the Terms of Use and Privacy & Security policy.