Estate Tax Calculator

Our fast and easy estate tax calculator will estimate the complete current value of your estate as well as the potential current year tax liability on that estate for you.

• Enter ballpark values by clicking on and dragging the diamond-shaped sliders left or right. Enter exact numbers by clicking on the number in the box on the right and type your number (no commas).
• The results of your calculations show in the box at the bottom of the calculator.

Property Owned by You
You should enter the total value of all real estate property that is held only in your name.

Life Insurance Death Benefit
This is where you can enter the total value of all of your life insurance policies.

Property Owned Jointly
Just enter the total value of all real estate property held jointly by you and other individual(s).

IRAs, Plans, Annuities
This box is for the total amount of all tax deferred retirement plans held in your name.

Irrevocable Trusts
If any of your assets are held in irrevocable trusts enter the total amount here.

Other Property
You might have individual or joint assets that were not included above. You can enter the total value of them here.

Current Estate Value
This shows you the calculated sum of all the values you entered above.

Results
Our results box quickly summarizes your estate value. It also estimates the tax on that estate and what the effective tax rate is on the estate.

Graph
Using the interactive graph you can easily see and understand the value of your estate and the estimated tax. You can pass your cursor over the graph bars to get a value readout.

Click Here to open the Estate Tax Calculator