Estate tax, trust, will preparation, and estate planning calculators. Browse our free estate tools below — all calculators are instant, accurate, and require no sign-up.
Beneficiary Tax Impact Calculator — Free beneficiary tax impact calculator. Estimate federal and state taxes on inherited assets including retirement accounts, stocks, and real estate.
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.
Inheritance Tax Calculator — Use a manual inheritance-tax worksheet to compare inherited value, exemption, and rate assumptions for a beneficiary scenario.
Healthcare Directive Cost Calculator — Estimate healthcare directive preparation costs, including drafting, notarization, witness, copy, and storage expenses.
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.
Power of Attorney Cost Calculator — Estimate power of attorney preparation costs, including drafting, notarization, recording, and copy/distribution expenses.
Living Trust Cost Calculator — Estimate revocable living trust setup costs, including drafting, funding, and amendment 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.
Will Preparation Cost Calculator — Estimate will preparation costs, including drafting, witness, notarization, and companion-document add-on expenses.