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Support for PlanFacts products is provided by email. Please send an email to support@planfacts.com and include your PlanFacts login ID, your name, and the issue you need assistance with. We will respond within 2 business days.

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Estate Planning Concepts Success Center

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      • Fact Finder: Estate Planning Concepts

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      • What are the system requirements for PlanFacts Tools?
      • What is considered in the ‘transfer costs’ in Estate Planning Concepts?
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      • Is Life Insurance included in the gross estate?
      • EPC illustrates a ByPass Trust, what is it and why is it used?
      • EPC illustrates an Irrevocable Life Insurance Trust, what is it used for?

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      • Estate Planning Concepts Sample Presentation

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