EstateView
Estate planning software for attorneys, CPAs and financial advisors. · Finance
How they use Tavily
EstateView uses Tavily Search and Extract APIs for web search within its AI-assisted estate planning features. Searches can retrieve regulatory guidance, news and public information about people or companies. Web search can be enabled or disabled in account settings.
When a search runs, EstateView sends Tavily the search query and, when retrieving a result’s full text, the requested page URL. It says it does not send Tavily user prompts, uploaded documents or AI-generated responses. Its Tavily account is configured so queries are not retained or used to improve Tavily’s services.
Sources
1 sourceCompany context
estateview.comEstateView is a web-based estate planning platform owned by Haddon Hall Publishing, LLP, serving estate planning attorneys, CPAs and financial advisors. It models planning strategies, calculates federal and state estate taxes, and produces client letters, presentations and spreadsheet exports. Its tools include calculators for trusts, gifting, charitable planning and retirement projections; an Optimizer that compares strategies and checks liquidity constraints; InstantPlan client intake; and EstateView AI, which reviews legal documents under selected state laws with supporting legal citations.
EstateView official website and FAQ