Calculate taxes, plan distributions, and optimize your legacy with our comprehensive estate planning tools.
Calculate your potential estate tax liability and plan your legacy effectively
Results based on your inputs
Plan how your assets will be distributed among your heirs and beneficiaries.
Calculate the growth and distribution of trust funds for your beneficiaries.
Plan how your retirement assets will transition to your estate and heirs.
Determine the optimal life insurance coverage for your estate planning needs.
Plan your charitable donations and understand the tax implications.
Plan your will and understand the legal requirements for your jurisdiction.
Your financial data is never stored or shared. All calculations happen locally in your browser.
Our tools use up-to-date tax laws and financial formulas to provide reliable estimates.
Designed to help you provide for your loved ones and protect your legacy.
Generate detailed reports with charts and breakdowns for better decision making.
Estate planning is the process of arranging for the management and disposal of your estate during your life and after death. It typically involves creating a will, establishing trusts, naming beneficiaries, and planning for taxes to ensure your assets are distributed according to your wishes.
Proper estate planning ensures your assets are distributed according to your wishes, minimizes taxes and legal fees, provides for your loved ones, and can help avoid family disputes over your estate. It also allows you to designate guardians for minor children and make healthcare decisions in advance.
No, these tools are designed for educational and planning purposes only. We strongly recommend consulting with a qualified estate planning attorney or financial advisor for personalized advice tailored to your specific situation and jurisdiction.
Yes, all calculations are performed locally in your browser. We do not store or transmit any of your personal or financial information. Your privacy and data security are our top priorities.
We strive to keep our calculators updated with the latest tax laws and regulations. However, tax laws can change frequently, so we recommend verifying calculations with a tax professional for the most current information.