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 709 software
- Current Form 709 revision support.
- Prior-gift history and carryforward workflow.
- Gift-splitting and GST information handling.
- Validation and tax computation review.
- Print/PDF output and any documented electronic-filing workflow.
- Local vs. cloud data storage and update policy.
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
Explore currently available Form 5500, Immigration and Closing Disclosure software.