Beneficiary Tax Impact Calculator
Free beneficiary tax impact calculator. Estimate federal and state taxes on inherited assets including retirement accounts, stocks, and real estate.
Free Estate Calculators
14 toolsEstate tax, trust, will preparation, and estate planning calculators. Browse our free estate tools below — no sign-up required.
Charitable Remainder Trust Calculator
Free charitable remainder trust (CRT) calculator. Estimate annual income, tax deduction, and remainder gift for charitable remainder annuity and unitrusts.
Estate Planning Cost Calculator
Free estate planning cost calculator. Estimate total costs for a comprehensive estate plan including wills, trusts, POAs, and healthcare directives.
Generation-Skipping Tax Calculator
Free generation-skipping transfer tax (GST) worksheet. Model GST liability using a scenario exemption amount and a flat reference rate.
Gift Tax Exclusion Calculator
Free gift tax exclusion worksheet. Model taxable gifts using the exclusion and lifetime exemption amounts you want to compare.
Healthcare Directive Cost Calculator
Estimate healthcare directive preparation costs, including drafting, notarization, witness, copy, and storage expenses.
Inheritance Tax Calculator
Use a manual inheritance-tax worksheet to compare inherited value, exemption, and rate assumptions for a beneficiary scenario.
Inherited IRA Distribution Calculator
Free inherited IRA distribution calculator. Estimate required distributions under the SECURE Act 10-year rule and tax impact by year.
Life Insurance Estate Calculator
Free life insurance estate worksheet. Estimate how policy ownership changes a taxable-estate scenario using the exemption amount you want to model.
Living Trust Cost Calculator
Estimate revocable living trust setup costs, including drafting, funding, and amendment expenses.
Power of Attorney Cost Calculator
Estimate power of attorney preparation costs, including drafting, notarization, recording, and copy/distribution expenses.
Step-Up in Basis Calculator
Free step-up in basis calculator. Estimate capital gains tax savings from the stepped-up cost basis on inherited assets at date of death.
Trust Administration Cost Calculator
Free trust administration cost calculator. Estimate annual trustee fees (0.5-1.5% of assets), accounting, tax preparation, and legal costs.
Will Preparation Cost Calculator
Estimate will preparation costs, including drafting, witness, notarization, and companion-document add-on expenses.