Estate Estimator

Estate Estimator calculates your federal and state estate tax liability under 2026 law, including the $15M lifetime exemption under the One Big Beautiful Bill Act.

Enter your assets — real estate, investments, retirement accounts, business interests, life insurance, and more — along with deductions and your state of residence to instantly see your estimated federal and state estate tax.

Personalized wealth planning strategies are generated based on your estate size, including:
• Annual gift exclusions
• 529 Plan superfunding
• Irrevocable Life Insurance Trusts (ILITs)
• Charitable Remainder Trusts (CRTs)
• Spousal Lifetime Access Trusts (SLATs)
• Grantor Retained Annuity Trusts (GRATs)
• Domicile planning

Covers all 12 estate-tax states + DC, including New York's cliff rule. Supports married couples with federal portability (doubles the exemption to $30M).

For informational purposes only. Consult a qualified estate planning attorney and CPA before implementing any strategy.