SimplyTrust today announced the launch of 22 free interactive estate planning tools and calculators, making it the most comprehensive free toolkit available for families navigating estate planning decisions.
The tools are designed to answer the practical questions families face when planning their estates — from “How much will probate cost in my state?” to “Do I need a trust or a will?” — using state-specific data drawn from actual statutes and fee schedules.
Full Tool Suite
The 22 tools span four categories:
Probate and Estate Settlement:
- Probate Cost Calculator — state-specific fee estimates based on estate value
- Estate Settlement Checklist — step-by-step guidance with state and county-specific procedures
- Executor Checklist and Trustee Checklist — task management for fiduciaries
- Probate Self-Filing Guide — state and county-specific self-representation resources
- Do I Need Probate? — assessment tool based on estate composition and state rules
- Executor Fee Calculator — compensation estimates based on state statutory rates
Financial Planning:
- Estate and Inheritance Tax Calculator — federal and state tax estimates
- Lifetime Cost Calculator — projected estate planning costs over time
- Trust Cost Calculator and Will Cost Calculator — creation and administration cost estimates
- Life Insurance Calculator — coverage needs based on estate plan structure
Decision Tools:
- Trust or Will Comparison — personalized recommendation based on family and financial situation
- Who Inherits / Inheritance Explainer — state-specific intestacy rules visualization
- Beneficiary Checker — designation rules by account type and institution
- Signing Requirements — state-specific witness and notary requirements
- Document Portability — analysis of how estate documents transfer between states
Embeddable for Professionals
All 22 tools are also available as embeddable widgets that financial advisors, estate attorneys, and other professionals can add to their own websites at no cost. Each widget supports state-specific customization and links back to the full SimplyTrust platform.
About SimplyTrust
SimplyTrust is the first estate planning platform built for how modern families actually live. The platform offers free estate planning document builders and 22 interactive tools available in all 50 states.
