Windows software for law offices from ERICH Incorporated
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Bright estate and gift tax office desk with estate tax books, calculator and illustrative Form 706 and Form 709 paperwork
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Estate and gift tax software

Form 706 Estate Tax Software

Includes Form 709 Gift Tax Software

Prepare federal estate and gift tax returns with organized Form 706 and Form 709 data entry, built-in calculations, saved local files, and professional print or PDF-ready output for your practice.

$499one-time purchase • no required monthly subscription
Download Free Trial Choose License

Download first. Purchase only if the current Form 706 and Form 709 workflow fits your practice.

Form 706 + Form 709 in one packageWindows desktop softwareLocal saved return filesPhone & email support

This product is designed for estate and gift tax return preparation. Review the current trial and official IRS instructions before filing.

Software for a specific professional workflow

Form 706 estate tax and Form 709 gift tax return preparation

Organize estate assets, deductions and return schedules alongside a Form 709 gift-tax workflow. Review current supported form editions in the trial.

Free informational resources are separate from the desktop software; verify applicable current government instructions before filing or delivering documents.

Explore related guideCompare license options

SOFTWARE LICENSE OPTIONS

Choose your license

Choose a single-case license for one matter or a full license for multiple matters. Download and evaluate the Windows software before purchasing.

Single-Case License

$79

One estate or gift tax return matter. Save, revise, and print that same matter.

Continue to Secure Cart

Single-case licenses cover one matter, including revisions and reprints. Full licenses cover multiple matters for the purchased software edition. Registration information is provided with your order; support is available if you need help with activation.

What this software includes

One Desktop Package for Form 706 Estate Tax and Form 709 Gift Tax Work

This page is focused on the actual Form 706 and Form 709 software package. The current Windows product is built to help attorneys, CPAs, and tax professionals prepare returns, review schedules, and keep estate and gift tax work organized in one place.

Form 706 workflowPrepare United States Estate (and Generation-Skipping Transfer) Tax Returns in a dedicated Form 706 workspace.
Form 709 workflowPrepare United States Gift (and Generation-Skipping Transfer) Tax Returns in the same desktop package.
Pages and schedulesNavigate the return from organized page and schedule menus instead of working from blank PDFs alone.
Built-in calculationsUse the software’s calculation workflow while entering estate and gift tax information.
Saved local filesSave, reopen, and revise return data locally on your Windows computer.
Print and PDF outputReview, print, and create PDF-ready output for your estate and gift tax preparation workflow.
Form 706 estate tax return workspace in Form 706 and 709 Software

How this software fits your work

Built for Estate and Gift Tax Preparation in a Focused Windows Workflow

Use one Windows program for Form 706 estate tax and Form 709 gift tax preparation, with organized data-entry screens, page and schedule navigation, local saved return files, and professional output.

  • Prepare Form 706 estate tax returns in the main workspace
  • Prepare Form 709 gift tax returns in the same package
  • Move through pages and schedules from organized side navigation
  • Save and reopen return data locally on your Windows computer
  • Use built-in calculations and structured data-entry screens
  • Create professional print and PDF-ready output

Actual software screenshots

See the Form 706 and Form 709 Software Screens

These screenshots show the actual Windows software and help confirm that the package includes both the Form 706 estate tax workflow and the Form 709 gift tax workflow.

Form 706 estate tax return screenNavigate Form 706 pages and schedules from the left panel while preparing the estate tax return in the main workspace.
Form 709 gift tax return screenMove through Form 709 pages and schedules in the same Windows package, with the gift-tax workflow alongside Form 706.

Click any screenshot to enlarge it and review more of the Form 706 and Form 709 workflow.

Frequently asked questions

Form 706 & 709 Software FAQs

Common questions about the included forms, the desktop workflow, pricing, and return output.

Can I download the Form 706 and 709 software before buying?

Yes. The installer is a free download so you can install and check the supported Form 706 and Form 709 workflows before deciding whether to purchase the $499 license.

Does the package include both Form 706 and Form 709?

Yes. The current product is sold as one estate and gift tax software package for Form 706 and Form 709 preparation.

Can I save and reopen estate and gift tax return data?

Yes. The desktop workflow is designed around local saved return data that can be reopened and revised.

Does the software include calculations and print/PDF output?

The current product is described with built-in calculations plus professional review, print and PDF-oriented output.

Where is my return data stored?

Working files are kept locally in the Windows desktop workflow rather than requiring a LawFirmSoftware.com cloud account.

Is the Form 706 and 709 software a subscription?

No. The current package is $499 as a one-time purchase with no required monthly subscription.

Where can I review Form 706 schedules, due dates and filing requirements?

Use the Estate & Gift Tax Resource Center for Form 706 schedules, filing requirements, extension guidance and the due-date calculator.

Where can I review Form 709 filing guidance?

See the Form 709 filing requirements guide and the Form 709 software guide.

Free estate and gift tax resources

Free Form 706 and Form 709 Guides, Schedules, and Calculators

Use these free resources to research filing requirements, schedules, due dates, and estate or trust calculations alongside the software.

Estate & Trust CalculatorsReconcile estate accounting, beneficiary distributions, and trust or escrow balances.Estate & Gift Tax Resource CenterBrowse the full Form 706 and Form 709 research library.Form 706 Filing RequirementsReview who may need to file and the issues to check.Form 706 Due Date CalculatorCalculate the general nine-month filing date and review extension guidance.Form 706 Schedules GuideReview the major schedules used with the estate tax return.Form 706 Software GuideReview how a desktop preparation workflow fits the return process.Form 709 Filing RequirementsReview gift and generation-skipping transfer reporting considerations.Form 709 Software GuideReview how the gift tax workflow fits the preparation process.
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