Estate Estimator

For high-net-worth individuals and couples seeking to estimate estate tax exposure and explore wealth transfer strategies.

ByNordic Tug

★5.0(1)Finance

Overview · Full Intel report in progress

What is Estate Estimator?

Estate Estimator is a financial planning tool designed to calculate federal and state estate tax liabilities based on 2026 tax laws. It provides users with personalized wealth planning strategies, such as ILITs and SLATs, tailored to their specific asset profiles and state of residence.

Current Momentum

v1.0

No release notes available.

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What makes this app unique?

What Are The Key Features?

Tax Liability CalculationStandard

Estimates federal and state estate taxes by incorporating assets, deductions, and state-specific rules like New York's cliff.

Wealth Planning StrategiesStandard

Generates personalized recommendations including 529 superfunding, charitable trusts, and various grantor trusts.

Portability SupportStandard

Calculates exemptions for married couples by supporting federal portability to double the lifetime exemption to $30M.

How much does it cost?

Free

Who Built It?

Nordic Tug

★★★★★

(7)

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