Private client advice platform
Hermitage is an all-in-one advice platform for private client professionals. Each client's trust design, family tree, financials and documents are organized in one place. It brings together client modeling, strategy comparisons, an education library, a client vault, AI document summaries, and 32 professional calculators in one connected system.
One platform. Data entered once. No workarounds.
Each client's trust design, family relationships, key dates and documents, organized in one place. No skimming documents, hunting for old notes, reviewing spreadsheets sent a year ago, or trying to remember complex family relationships.
Upload a trust, will or power of attorney and get a structured, editable summary in seconds.
A single place for clients to organize information and wishes for management after death or incapacity: contacts, estate documents, asset & financial reports, insurance, business details, and final wishes.
Advance client authorized access to the vault for fiduciaries upon death or disability.
Plain-language strategy guides your clients can actually read. Hand them the right material in the room, or send it after. Every strategy, explained.
Run QSBS, State estate tax, SCIN valuations, 6166, AI business valuation, GRAT, CRAT, SLAT and more in seconds.
Get a defensible valuation estimate in seconds, without waiting for an appraisal. The only planning platform with built-in AI business valuation.
Lifetime projection of estate tax, net to heirs, total family wealth and liquidity with DSUE and GST exemption tracking.
Compare strategies against the baseline, weighing estate tax savings against lost basis step-up. See the impact of a SLAT, GRAT, IDGT, or QPRT on cash flow, net worth, income tax, and estate tax.
Make sure the strategy fits, year by year. Model irrevocable transfers, premium obligations, and lost income before you recommend it.
Hermitage gives me everything I need in one place, the client’s family tree, key facts, documents, estate organizer, fiduciary access instructions, AI document summaries, and robust tax calculators. I’m not piecing together notes, spreadsheets, PDFs, and client emails anymore. I can see the client clearly, test the planning, and make recommendations that actually fit the family.
Built by an estate and tax attorney with nearly 25 years in private client practice, for the professionals who do this work. Hermitage's rigor comes from practice, not theory.
Every calculator runs in seconds. No client matter required.
Estate & transfer tax
Defer estate tax on a closely held business.
Estate & transfer tax
Actuarial factors for split-interest transfers.
Estate & transfer tax
Instant estimate of business value.
Estate & transfer tax
Reassessment exposure on a transfer.
Estate & transfer tax
§1042 gain deferral on a sale to an ESOP.
Estate & transfer tax
Federal and state deadlines from a date of death.
Estate & transfer tax
State and federal estate tax in one view.
Estate & transfer tax
Annuity, remainder, and taxable gift.
Estate & transfer tax
Inclusion ratio and generation-skipping tax.
Estate & transfer tax
Freeze and shift growth to heirs.
Estate & transfer tax
Rightsize the policy to cover estate tax.
Estate & transfer tax
Defer and spread capital gains on a sale.
Estate & transfer tax
Gifts and QDOT transfers to a noncitizen spouse.
Estate & transfer tax
Residence transfer and retained interest.
Estate & transfer tax
Self-canceling note value and risk premium.
Estate & transfer tax
Spousal trust transfer and affordability.
Charitable
Income-tax deduction and AGI limits.
Charitable
Lead-trust deduction and remainder.
Charitable
Income stream and charitable deduction.
Income & capital gains
Deferred gain, boot, and replacement basis.
Income & capital gains
Federal and state gain on a sale.
Income & capital gains
Federal and state tax, bracket by bracket.
Income & capital gains
Payment that leaves the recipient whole after tax.
Income & capital gains
§1202 gain exclusion analysis.
Income & capital gains
Tax cost and long-run benefit of converting.
Retirement & financial
Five-year front-loaded gift.
Retirement & financial
Project future tuition and savings.
Retirement & financial
Future value of today's dollars.
Retirement & financial
Payment and amortization schedule.
Retirement & financial
Project savings to retirement.
Retirement & financial
Required minimum distributions by year.
Retirement & financial
Estimate benefits and claiming age.
| Hermitage | eMoney | Number Cruncher | Vanilla | |
|---|---|---|---|---|
| Tax-aware modeling of current and proposed plans | ||||
| Estate tax savings vs. lost basis step-up | ||||
| AI document summaries | ||||
| DSUE and GST exemption tracking | ||||
| Education library | ||||
| Community property double basis step-up | ||||
| Client vault and fiduciary access | ||||
| Pass-through income correctly modeled | ||||
| AI business valuation | ||||
| Strategy calculators | ||||
| Estate organizer | ||||
| QSBS analysis | ||||
| SLAT affordability analysis |
Comparison reflects published feature sets as of 2026-Q2. Names are trademarks of their respective owners.