What is included in the gross estate?

All assets owned at death plus assets with rights of ownership: real estate, bank accounts, investments, retirement accounts, life insurance death benefits, business interests, and personal property.

What assets avoid probate?

Assets with beneficiary designations such as IRAs, 401(k)s, and life insurance; joint tenancy property; payable-on-death accounts; and assets in a revocable living trust all pass outside probate.

What is the difference between gross estate and taxable estate?

Taxable estate = gross estate minus debts, funeral expenses, charitable bequests, and the marital deduction. The federal exemption shelters additional amounts.

Estate Value Calculator

Calculate the total value of your estate for estate planning: real property, financial accounts, retirement assets, life insurance, and personal property minus liabilities.

Principal ($)

Annual Rate (%)

Years

Compounding / Year

$ Finance Disclaimer: These calculators are for educational and illustrative purposes only. Results do not constitute financial advice. Consult a licensed financial advisor before making investment or borrowing decisions.

How to Use

Enter the values for the scenario you are assessing. Calculate the total value of your estate for estate planning: real property, financial accounts, retirement assets, life insurance, and personal property minus liabilities. Use the estate value result to inform your calculation.

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Frequently Asked Questions

What is included in the gross estate?

What assets avoid probate?

What is the difference between gross estate and taxable estate?