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Other Names: Married Estate Size Worksheet and Tax Estimator
Estate Size and Tax Calculator for Married Couples document preview

What is an Estate Size and Tax Worksheet for Married Couples?

If you and your spouse want to figure out your assets and liabilities an Estate Size Worksheet and Tax Calculator can help. You may also want to know what your future estate taxes look like or how much you expect your assets to grow. An Estate Size Worksheet and Tax Calculator can help you figure it all out. 
Avoid any surprises down the road with our Estate Planning Calculator and Worksheet. When you got married you likely increased your assets, which is great news, but the downside could be higher estate taxes - not to mention a larger estate to work through. Or maybe you and your spouse are financially savvy and are planning some serious financial growth in the future. Make sure you know exactly what that means from a tax perspective. Figuring out your combined net worth is likely a smart move and it can help you plan better for the future. Using an Estate Tax Calculator and Worksheet can be a great help in organizing your assets.

When to use an Estate Size Worksheet and Tax Calculator:

  • You and your spouse want to determine your combined net worth.
  • You and your spouse want to plan for future asset growth.
  • You need to calculate your future estate taxes.

Sample Estate Size and Tax Worksheet for Married Couples

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Part One - Personal Information:



Spouse's Name:

Effective Date for this Calculation:



Part Two - The Value of Your Estate


Cash Accounts      


Retirement Accounts      

Life Insurance      

Personal Residence      

Other Real Estate      

Business Property      

Personal Property      

Other Assets      

Personal Res. Mtg.      

Credit Cards      

Other Loans & Debts      



Part Three - Future Growth of Your Estate: The size of your estate can increase significantly, based on three factors: annual increases by you from earnings (or other sources), annual increases over a longer period of years, and an earnings growth rate that causes your investments and other assets to increase in value even if you do not add "new" savings.


    Annual Increases Number of Earnings

  Current by You from Years for Growth

Net Estate Value Value Your Earnings Annual Increases Rate


Your Spouse    

Joint with Spouse    


Future Value: Joint with   

  Net Estate Value You Your Spouse Spouse

  Current Value    

  Value in 5 Years    

  Value in 10 Years    



Part Four - Estate Tax Calculation:


Estate Size and Tax Calculator for Married Couples document preview

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