Updated September 22, 2026 • General software-evaluation guidance; verify current IRS instructions before filing.
Focused preparation vs. a broad tax suite
Practices that prepare Form 706 may prefer either a broad tax platform or a dedicated estate-tax application. Compare the products on schedule coverage, calculation transparency, document output, update policy and support rather than on product size alone.
Core areas to evaluate
Schedule coverageConfirm the asset, deduction, election and GST schedules you need.Filing workflowMake sure the product fits the return and election reasons your practice handles.Deadline workflowKeep filing and extension dates visible in the engagement.ExtensionsUnderstand how Form 4768 fits the filing process.
Questions to ask before purchasing
- Which Form 706 revision and schedules are supported?
- Which calculations are automatic and how can they be reviewed?
- How are statements, attachments, print copies and PDFs handled?
- Where is client data stored and how is it backed up?
- How are future-year updates priced and delivered?
- What support is available for installation and product questions?
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.