Estate Planning Tools

Mathematical models to calculate your financial exposure before you speak to an attorney.

Calculate the average percentage lost to attorney and court fees in your state.

Estimate the statutory compensation an executor can charge the estate.

Determine exactly how your state divides assets if you die without a will.

Check your vulnerability to federal and state-level death taxes.

Compare the upfront cost of a Living Trust versus the back-end cost of probate.

Calculate how much death benefit your family needs to cover debts and income replacement.

Calculate the penalty period for gifting assets before applying for Medicaid.

Calculate the Debt Service Coverage Ratio for inherited investment properties.

Determine the capitalization rate of inherited commercial real estate.

Model cash-out refinances for real estate assets in your portfolio.