About
This app estimates federal and state estate tax liability based on your assets and deductions. It generates personalized wealth planning strategies and covers all estate-tax states, including support for married couples.
What's New in Estate Estimator
1.1
October 15, 2026
A new first-run intro with a sample estate to explore, next and previous buttons above the keyboard, larger steppers at accessibility text sizes, haptic feedback, and updated privacy and contact links.
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FAQ
What is Estate Estimator?
Estate Estimator calculates your federal and state estate tax liability under 2026 law, including the $15M lifetime exemption. It also generates personalized wealth planning strategies based on your estate size.
What assets can I input into Estate Estimator?
You can input various assets including real estate, investments, retirement accounts, business interests, and life insurance. Deductions and your state of residence are also considered.
Does Estate Estimator support married couples?
Yes, Estate Estimator supports married couples by factoring in federal portability, which can double the exemption to $30M.
Which states does Estate Estimator cover?
Estate Estimator covers all 12 estate-tax states plus Washington D.C. It also specifically accounts for New York's cliff rule.
Is Estate Estimator free to use?
Yes, Estate Estimator is available for free. It does not have in-app purchases or advertisements.
What kind of wealth planning strategies does Estate Estimator generate?
Strategies include 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), and domicile planning.
How accurate is Estate Estimator?
The app provides estimates for informational purposes only. It is recommended to consult a qualified estate planning attorney and CPA before implementing any strategy.
What devices is Estate Estimator available on?
Estate Estimator is currently available on iPhone.
