Estate Impact & Savings Calculator

Inputs

Household

Number of Children (beneficiaries)

Minor Children?

Couple?

Home Value

Retirement Traditional Retirement Accounts (tax-deferred) (up to 5 entries)

Roth Retirement Accounts (excluded from beneficiary income tax)

Financial Accounts

Investments / Brokerage

Bank Accounts Total

Tangible & Digital Assets

Vehicles Total

Crypto Total

Personal Effects Total

Scenarios to Include

Probate (uncontested) Probate — contested add-ons Guardianship (uncontested) Guardianship (contested) Guardianship / Conservatorship for Minor Children Beneficiary tax — low bracket / young heirs (~12% federal) Beneficiary tax — working professionals, mid–high brackets (~32% federal)

Includes a fixed 2.5% state income tax assumption (conservative proxy for Arizona/other states).

Results

Enter values and press Calculate to see estimates.