Estate Planning Factors

There are a myriad of factors that determine whether a Will or Trust is right for your family including, but not limited to:

• Probate fees

• Tax planning

• Litigation risks

• Whether you have minor or special needs children

All Will-based estate plans are required to go through probate. As a starting point, let's calculate your family's potential probate costs by entering your assets in the form below. Do not include any assets that already have a trust listed as the primary beneficiary. Please note, this calculator:

• Only provides a high level estimate based on your assets so there may be other factors that influence the overall probate costs.

• Is intended for informational purposes only and is not a substitute for legal advice.

• Information entered into this form is confidential and not saved or otherwise shared with the firm. For additional information, see our privacy policy.