🧭 Guided View Plain-language definitions, context, and prompts appear as you read.
◫ Expert View A denser reference view for professionals and experienced planners. This is the default.
Interface language
Not enteredNot addedNeeds inputSelected moduleNot calculated — missing inputEnter or confirm:Educational illustration only; documents, ownership, valuation, domicile, elections, and governing law can materially change the result.Add at least one calculation module before calculating.Please correct the highlighted value before calculating.Clear the saved workbench profile, selected modules, and results on this device?Workbench cleared. The three starter modules are ready.Workbench report exported as a text file.Opening the print dialog for the current workbench report.THE ESTATE GUIDE — PLANNING WORKBENCHThis device-local report is an educational illustration, not legal, tax, investment, accounting, or insurance advice. Verify current law and facts with qualified professionals.addedremovedmoved upmoved downCalculations complete. {count} module result{suffix} updated.Enter a finite value no larger than 1 quadrillion for this illustration.YesNoReviewGapSurplus
One profile. Your choice of calculations.
Build one connected estate-planning illustration
Enter a shared estate profile once, add only the calculations you want, and see how the estimates relate in one consolidated view.
Set your profileUse broad estimates, not account details.
02
Choose modulesAdd, remove, and reorder the calculations.
03
Review the whole pictureCompare connected estimates and questions to raise.
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Use rounded, non-sensitive estimates.
Do not enter names, account numbers, Social Security numbers, passwords, private keys, or document text. Your workbench stays in this browser unless you choose to export it.
How to use this workbench
One model, with visible boundaries
01
Start broad
Use rounded estimates to see relationships before gathering detailed records.
02
Add detail deliberately
Choose only modules relevant to the question you are trying to understand.
03
Verify outside the model
Confirm ownership, documents, valuation dates, tax year, domicile, and current law with qualified professionals.
Keep The Estate Guide useful—and your choices clear
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