A map of what matters — and what happens next.

State-law screener

State Estate Tax Screening Calculator

Use The Estate Guide's current categorical state estate-tax research to screen an estate value and open the controlling state guide.

  • Tax year 2026
  • United States—state law varies
  • Educational estimate

Illustration

Enter general values

Assumptions

What this illustration does—and does not do

The illustration uses only the values you enter and simplified arithmetic. It does not inspect documents, ownership, domicile, elections, valuation discounts, deductions, prior filings, state law, or filing obligations.

Limitation: Results are educational estimates, not tax returns, valuations, insurance recommendations, legal conclusions, or professional advice.

Start planning

What Is Estate Planning?Last Will and TestamentBeneficiary DesignationsFinancial Power of AttorneyAdvance Health Care Directive and Living Will

Trusts

Revocable Living TrustIrrevocable TrustThird-Party Special Needs Trust

Taxes

Federal Estate TaxFederal Gift Tax and Form 709Generation-Skipping Transfer TaxIncome-Tax Basis at DeathState Estate and Inheritance Taxes

Administration

What Is Probate?Probate TimelineExecutor ResponsibilitiesWhat to Do After a DeathChoose Executors, Trustees, and Agents

Tools

Estate Planning WorkbenchFederal Estate Tax CalculatorGift Tax Reporting IllustratorProbate Cost EstimatorEstate Liquidity CalculatorInherited Asset Basis IllustratorEstate plan checklistMap your estate