Updated September 22, 2026 • General software-evaluation guidance; verify current IRS instructions before filing.
Use the free Windows trial to review the estate and gift tax preparation workflow before purchasing.
What attorneys should compare
- Coverage of the Form 706 schedules used in the firm's matters.
- Clear asset, deduction, portability/DSUE and GST workflows.
- Calculation and validation checks that can be reviewed independently.
- Professional print/PDF output and support for statements or attachments.
- Save, reopen and revision workflow as valuations are finalized.
- A data-storage model that fits the firm's confidentiality and backup procedures.
Why schedule coverage matters
Form 706 is assembled from multiple asset, deduction, election and GST schedules. Before choosing software, identify which schedules the practice encounters most often and confirm that the current product edition supports them.
Portability and review workflow
Some estates file Form 706 to make a portability election even when no estate tax is due. Attorneys handling portability matters should compare how a product organizes surviving-spouse information, election-related data, supporting records and final review.
Current LawFirmSoftware.com products
Estate and gift tax resources remain available for research, and Form 706 & 709 Estate & Gift Tax Software is now available as a $399 one-time Windows purchase.