Wealth Management / Tax & Estate Planning

@Mankow, thanks for posting your suggestions to the Community!

I went ahead and moved this out of Feature Requests, as you want to outline and request just one idea per Idea post in accordance with our guidelines here. With that, Tax Planning was just recently added to Quicken Simplifi:

For estate planning, I'd suggest taking a look at Quicken's new product, LifeHub! https://www.quicken.com/products/lifehub/

I hope this helps!