Calculators and checkers for planning before anything happens: what a will, a trust, or a full plan costs in your state, whether you need a trust or a transfer on death deed, how estate documents are signed, and how to name a guardian for minor children.
Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.
Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.
Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.
Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.
See the true cost of estate planning. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys including life events like marriage, divorce, and having children.
Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.
Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.
Calculate how much life insurance coverage you need. Accounts for income replacement, debt payoff, college funding, and state-specific factors like cost of living and estate taxes.
Estimate the stepped-up basis on inherited stock, real estate, or business interests. Project federal and state capital gains tax with vs. without the step-up to see how much it saves at sale.
See how your state handles beneficiary designations after divorce, inherited IRA creditor protection, and spousal consent requirements for retirement accounts.
Understand your state's estate planning landscape. See will execution requirements, probate procedures, trust administration rules, and what happens if you die without a plan.
A side-by-side look at online trust services: what you pay to explore and build, what it costs to make it official, when your documents are actually signed and notarized, and how life-event changes are handled. For one grantor or two.
Look up your state’s rules for naming a guardian for minor children: the document to use, what it takes to sign it, whether a standalone declaration works without a will, temporary non-court caregiver options, whether your child’s preference is weighed, and who is barred from serving.
Look up your state's rules for who controls disposition of remains, cremation waiting periods, home burial, embalming, green burial, and whether human composting or water cremation are allowed.
Understand what you need to execute your estate planning documents. Check witness requirements, notarization rules, and whether you can sign remotely via video call (RON).
Moving states? Find out if your will, trust, healthcare proxy, or power of attorney will be recognized in your new state. See the legal basis for interstate recognition and any potential issues.
Answer questions about your estate size, real estate ownership, marital status, and family situation to see how a revocable trust compares to a will alone. Includes estimated probate costs for your state.
Answer questions about your property type, ownership structure, and estate plan to see if a TOD deed is the right approach. Includes state-specific availability, signing requirements, and recording fees.
Answer a few questions about how your vehicle is titled to see whether your state offers a transfer-on-death designation, what vehicles qualify, how it is filed, and the beneficiary rules.
Compare how each bank opens or retitles a deposit account to a revocable living trust — the channels, the certification of trust it accepts, whose taxpayer number the account is opened under — and what its successor trustee procedure asks for after a death.
Compare trusts vs wills for your specific situation. See probate costs, trust administration expenses, and whether your estate qualifies for simplified procedures based on your state and estate value.
The Estate Planning Cost Calculator estimates the cost of a complete plan for your state. The Will Cost Calculator and the Revocable Living Trust Cost Calculator break out each document on its own, and the Trust or Will tool compares the two side by side.
The Trust Need Assessment asks about your assets, your state, and who you want to provide for, then shows whether a revocable trust changes how your estate passes. The TOD Deed and Vehicle TOD assessments answer the same question for a home or a vehicle in states that allow those designations.
The Signing Requirements Checker lists the witness, notary, and self-proving rules for a will, a trust, a healthcare proxy, a financial power of attorney, and a TOD deed in each state, along with the digital signing rules.
The Document Portability Checker compares the execution rules of the state where a document was signed with the rules of the state you move to and shows which documents are recognized as signed and which need attention.
The Name a Guardian Guide covers how a guardian for minor children is named in your state. The Beneficiary Designation Checker reviews the named beneficiaries on retirement accounts and life insurance against common gaps.