Free Estate Planning Tools
Interactive tools to help you understand your estate planning needs
Estate Plan Assessment
Take our comprehensive 10-question quiz to evaluate your current estate planning status and receive personalized recommendations.
- Evaluate your current estate plan
- Identify potential gaps
- Get personalized recommendations
- Receive urgency scoring
Estate Value Estimator
Calculate your total estate value, see potential tax implications, and understand how your assets would be distributed.
- Calculate gross estate value
- Estimate potential estate taxes
- See net inheritance amounts
- Identify tax-saving opportunities
Document Checklist Generator
Answer a few questions about your situation and receive a customized list of documents you need for your estate plan.
- Customized to your situation
- Printable checklist
- Document descriptions
- Preparation guidance
How These Tools Help You
Our free tools are designed to give you valuable insights before your consultation
Understand Your Needs
Get clarity on what estate planning documents you need based on your unique situation.
See the Numbers
Understand your estate value, potential taxes, and what your heirs could receive.
Come Prepared
Walk into your consultation with a clear picture of your needs and questions.
Your Privacy is Protected
These tools run entirely in your browser. We don't store your financial information or personal details. Use these tools confidentially to understand your situation before speaking with an attorney.
Ready for Professional Guidance?
After using our tools, schedule a free consultation to discuss your results and create a comprehensive estate plan tailored to your needs.
Schedule Free Consultation