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
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.
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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.
