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) calculator. Estimate GST liability at the flat 40% rate on transfers to grandchildren and beyond.
Healthcare Directive Cost Calculator — Free healthcare directive cost calculator. Estimate attorney fees ($200-$400), state form costs, and notarization for advance healthcare directives.
Gift Tax Exclusion Calculator — Free gift tax exclusion calculator. Determine taxable gifts using the $18,000 annual exclusion and $13.61M lifetime exemption amounts.
Inherited IRA Distribution Calculator — Free inherited IRA distribution calculator. Estimate required distributions under the SECURE Act 10-year rule and tax impact by year.
Inheritance Tax Calculator — Free inheritance tax calculator. Estimate tax on inherited assets based on beneficiary relationship, state rates, and inheritance amount.
Life Insurance Estate Calculator — Free life insurance estate tax calculator. Estimate whether life insurance proceeds push your estate above the federal estate tax exemption.
Living Trust Cost Calculator — Free living trust cost calculator. Estimate attorney fees ($1K-$5K+), trust funding costs, and amendment expenses for revocable living trusts.
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.
Power of Attorney Cost Calculator — Free power of attorney cost calculator. Estimate attorney fees ($200-$500+), notarization, and registration costs for POA documents.
Will Preparation Cost Calculator — Free will preparation cost calculator. Estimate attorney fees ($300-$1,200+), online service costs ($50-$200), witness, and notarization expenses.