See who receives each account at each death.
Including if there's no will — whether that matches what you meant, and what your state would tax. Assumptions are labeled. You own the record; advisors and attorneys work on it.
We're opening in stages. Join the waitlist and we'll invite you, with a 7-day full-access trial when your turn comes. Reminds you to review your plan when life changes, and shows what each change affects.
Built for $2M–$50M households
12 states plus DC impose their own estate tax — completely separate from federal. Washington's kicks in at $3M. Oregon's at $1M. Our state-by-state guides explain what's at stake and how planning changes the outcome.
See all state guides →- We calculate federal and state estate tax from the facts you enter, using each jurisdiction's published forms and tables where we have built them in.
- For states we have closed this way — including New York, Connecticut, Illinois, Maryland, and the Maine / Minnesota / Vermont gift lookbacks — we work example estates by hand from that state's return and check that our figures match. For other states, we calculate from each state's published rates, and we say which rules we haven't checked this way yet.
- When a fact is missing and the law requires a choice, we use the most likely reading of the law, label it as assumed on the figure, and ask you to confirm — we do not silently invent an answer. When two readings are equally likely and no statute-shaped presumption exists, we may lean toward the reading that does not understate tax.
Create and manage your financial, retirement, and estate plans in one place.
- ✓Financial planning dashboard
- ✓Retirement projections
- ✓Estate document organizer
- ✓Beneficiary tracker
Explore planning concepts in plain English before making any decisions.
- ✓20+ learning modules
- ✓Interactive decision tree
- ✓Strategy library with pros & cons
- ✓Advisor prep tools
Answer guided questions to understand where your planning stands today.
- ✓Planning gap analysis
- ✓Personalized priority report
- ✓Document readiness check
- ✓Professional referral guide
Fiduciary and fee-only advisors specializing in estate, retirement, and wealth planning — opening with launch.
- ✓Fiduciary and fee-only options
- ✓Filter by state and specialty
- ✓Remote-friendly advisors
- ✓Opening with launch
Estate planning attorneys for wills, trusts, and documents — directory opening with launch.
- ✓Licensed by state
- ✓Estate planning specialists
- ✓Remote consultations available
- ✓Opening with launch