Trust Fund & Estate Planning Calculator
Estimate your net worth, potential U.S. Federal estate tax, and plan your legacy.
Step 1: Inventory Your Estate
Assets (What you own)
Total Assets: $0.00
Liabilities (What you owe)
Total Liabilities: $0.00
Estimated Net Worth
$0.00
Step 2: Calculate Potential Estate Tax
Tax Parameters
$0.00
Pre-filled with 2025 value. You can adjust for planning.
Tax Calculation Summary
Gross Taxable Estate
$0.00
Total Deductions
$0.00
Net Taxable Estate
$0.00
Estimated Federal Tax
$0.00
Step 3: Plan Your Legacy
Allocate your remaining estate to your beneficiaries. The total must equal 100%.
Estate After Tax: $0.00
Total Allocated: 0%
Step 4: Review Your Plan Summary
Estate Plan Summary
Generated on:
Financial Overview
Total Assets | $0.00 |
Total Liabilities | $0.00 |
Estimated Net Worth | $0.00 |
Tax Calculation
Gross Taxable Estate | $0.00 |
Total Deductions | $0.00 |
Net Taxable Estate | $0.00 |
Estimated Federal Tax | $0.00 |
Inheritance Distribution
Based on an estate value of $0.00 after estimated taxes.
Beneficiary | Percentage | Estimated Amount |
---|---|---|
No beneficiaries added yet. |