Estate Tax Calculator

Estimate taxable estate and estate tax owed using deductions + configurable exemption and tax settings.

How to Use

  1. Enter your Gross Estate (estimated total value).
  2. Add applicable deductions (debts, expenses, charitable, marital, etc.).
  3. Set an exemption/exclusion amount and choose a tax method (flat rate or brackets).
  4. Open Show Work to see the calculation steps.
  5. Use Share Link only when you want a URL that restores this tool state.
Inputs
All values are estimates. Enter amounts in USD unless you change the currency display later.
Total estimated estate value before deductions (assets, property, investments, etc.).
Set this to the relevant threshold for your scenario (varies by year/jurisdiction).
Amount passing to a surviving spouse (if applicable).
Qualifying charitable transfers (if applicable).
Loans, mortgages, credit balances, and other enforceable liabilities.
Executor fees, legal/accounting fees, funeral costs, court fees, etc.
Tax Settings

Choose a simple flat rate, or use a bracket table (entered below).

Bracket mode uses marginal rates by tier. Configure tiers below.
Enter percent (e.g., 40 = 40%). Used only in Flat rate mode.
Bracket Table (optional)

Enter bracket tiers as: Up to Amount and Rate (%). The last tier can be left blank to mean “no upper limit”.

Power-user input. The UI table will be built in JS; this field is a fallback.
Affects display only, not raw internal precision (JS).
Show Work (step-by-step)
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Work is shown using the values you entered (currency formatted) and the selected tax mode.

Reference

  • Gross Estate: estimated total value before deductions.
  • Deductions: debts, administration expenses, eligible charitable and marital transfers, and other deductible amounts (varies).
  • Taxable Estate: max(0, Gross − Deductions − Exemption) (simplified estimate).
  • Tax Owed: computed via flat rate or marginal brackets (depending on your selection).

This calculator is for estimates and planning. Rules vary widely by jurisdiction and year.

FAQ

Is this the same as inheritance tax?

Not always. Estate tax is assessed on the estate; inheritance tax (where applicable) is assessed on beneficiaries. This tool estimates estate tax.

Why is the exemption configurable?

Thresholds can change by year and depend on the jurisdiction and filing situation. Configurable inputs keep the tool useful across scenarios.

Should I use flat rate or brackets?

Flat rate is a quick estimate. Brackets are better if you have (or want to model) marginal tiers.

Does this include state taxes?

Use the settings to model any schedule you want, but confirm the exact rules for your situation with official guidance or a qualified professional.

Tool Info

Last updated:

Updates may include bracket UI improvements, edge-case handling, and additional scenario settings.