Updated September 22, 2026 • General software-selection guide.
Preparing a Form 706 or Form 709 return?
Use the free Windows trial to review the estate and gift tax preparation workflow before purchasing.
What to compare in Form 706 software
- Coverage of the Form 706 schedules your practice actually prepares.
- Calculation and validation behavior that can be independently reviewed.
- Print/PDF output and support for statements or attachments.
- Ability to save, reopen and revise estate files.
- Local vs. cloud data-storage model.
- Update policy for new IRS revisions.
- Support access when a filing issue arises.
Product status: Form 706 & 709 Estate & Gift Tax Software is currently available from LawFirmSoftware.com for $399 as a one-time Windows purchase.
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.