Finantrix
WealthSynth/Estate Planning & Wealth Transfer Pack
Tier 2

Estate Planning & Wealth Transfer Pack

155 high-net-worth households with complex estate structures for planning software testing.

Overview

Estate planning software must handle complex entity structures, multi-generational wealth transfer strategies, and sophisticated tax planning scenarios. This dataset provides 155 households with net worth of $1M–$50M, trust structures, beneficiary designations, estate tax exposure calculations, and wealth transfer scenarios. Includes GRATs, QPRTs, dynasty trusts, and charitable planning vehicles.

What's Inside

155 households with net worth $1M–$50M and estate planning complexity
Trust structures: revocable, irrevocable, testamentary, and dynasty trusts
Beneficiary designation scenarios including contingent and per-stirpes elections
Estate tax exposure calculations with portability elections
Charitable planning: donor-advised funds, CRTs, and private foundations
Business succession planning scenarios with buy-sell agreements

Use Cases

Estate planning software validation
Trust administration system QA
Advisor training for HNW estate planning clients
Wealth transfer scenario modeling

Ideal Buyers

Estate planning software vendorsTrust companiesHigh-net-worth advisory firmsFamily office consultants

Example firms: Trust & Will, Vanilla, Wealth.com, Northern Trust, Bessemer Trust

Tags
Estate PlanningTrustsWealth TransferHNWBeneficiary
$3,500
One-time license
155 synthetic households
Annual refresh: $1,000/yr
Tier 2 package
Moderate deviation from base corpus
Included in Download
JSON
Executive Brief PDF
25 free sample households included
Talk to Sales

Enterprise licensing and custom corpus options available. Contact us for volume pricing.

Moderate Deviation from Base Corpus

Requires additional data layers or modeling. Typical delivery 2–4 weeks.

Finantrix Insights

Sign up for Finantrix Insights for periodic updates of new and notable.

Protected by reCAPTCHA. No spam. Unsubscribe anytime.

About WealthSynth

WealthSynth is Finantrix's catalog of synthetic household datasets — privacy-safe test data for wealth-management, compliance, and RegTech teams, built from a documented base corpus across 31 tiered packages.

Browse all WealthSynth packages →
Good to Know
Bundle B07 · rank #7 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF
Related Reading

Other Tier 2 Packages

Investment Portfolio Analytics Pack
461 households with diversified investment portfolios for analytics platform testing.
$3,500
Cryptocurrency & Digital Asset Pack
40 households with crypto-native financial profiles for digital asset platform testing.
$3,000
Ultra High Net Worth Pack
28 UHNW households ($10M–$200M) with family office complexity and bespoke planning scenarios.
$8,000