Get our app
Account Sign up Sign in

MAKE YOUR FREE Estate Size and Tax Calculator

Make document
Other Names: Estate Size and Tax Worksheet Estate Size Worksheet and Tax Estimator
Estate Size and Tax Calculator document preview

What is an Estate Size and Tax Worksheet?

If you're considering writing a will or trust, an Estate Tax Calculator and Worksheet can help you work out the financial details. Maybe you want to estimate future growth of your estate or perhaps you want to figure out federal estate taxes; either way, an Estate Tax Calculator and Worksheet can help you get organized. 
You should probably know what your assets and liabilities are and our Estate Planning Calculator can help you do just that. Maybe you're expecting some substantial growth in your assets and net worth, but do you know what that means for your federal estate taxes? Maybe you're unsure what your net worth is, it might be about time you figured that out. After all, that will directly impact how much you're going to owe in taxes and it could change your plans for how to further grow your assets. Find out exactly where you stand - and where you plan to go. An Estate Tax Calculator and Worksheet helps get you started on the right path.

When to use an Estate Size Worksheet and Tax Calculator:

  • You need to determine your assets, liabilities, and future taxes.
  • You want to estimate net worth and its growth.
  • You want to calculate the federal estate taxes on your current and future net worth.

Sample Estate Size and Tax Worksheet

The terms in your document will update based on the information you provide

This document has been customized over 2.6K times
Documents and communicates
Ask a lawyer questions about your document








Part One - Personal Information:



Marital Status: Single

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 Residence Mortgage

  Credit Cards

  Other Loans and 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.




Part Four - Estate Tax Calculation: Based on your current estate value and your expected future growth, your estate would be liable for federal estate taxes as follows. Note: this calculation ignores the state death tax credit, because this credit (available on your federal estate tax return) is offset in most states by a state estate tax that is equal to the credit given on the federal return. Thus, the federal tax shown below is equal to the combined federal and state estate taxes that are applicable in most states.


Estate Size and Tax Calculator document preview

Create Your Document In Just 3 Easy Steps:

Build your document

Build your document

Answer a few simple questions to make your document in minutes

Right-facing arrow
Save now, finish later

Save now, finish later

Start now and save your progress, finish on any device

Right-facing arrow
Download, print & share

Download, print & share

Store securely, share online and make copies

Right-facing arrow

Looking for something else?

Start your Estate Size and Tax Worksheet now and get Rocket Lawyer FREE for 7 days

Get legal services you can trust at prices you can afford. You'll get:

All the legal documents you need—customize, share, print & more

Unlimited electronic signatures with RocketSign®

Ask a lawyer questions or have them review your document

Dispute protection on all your contracts with Document Defense®

30-minute phone call with a lawyer about any new issue

Discounts on business and attorney services