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Taxes · Self-Employment & Estate

Estate Tax Planning Calculator

Estimate potential federal estate tax based on your estate value and the exemption.

  • Free to use here · embed on the Business plan
  • 3 inputs · 5 results
  • English & Spanish

Try the Estate Tax Planning Calculator

See your estate tax exposure — results update as you type.

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Estimates only — not a loan offer or financial advice.

Put this calculator on your website

What this calculator does

What the Estate Tax Planning calculator works out

The Estate Tax Planning Calculator is a free, embeddable calculator from CalcFunnel. Estimate potential federal estate tax based on your estate value and the exemption.

You enter 3 inputs: taxable estate value, estate tax exemption and estate tax rate (%).

It returns estate tax, taxable estate, exemption applied, estate value and net to heirs.

Built for tax preparers, CPAs and payroll firms. Embedding it on your own website needs the Business plan (from $210/month, with a 14-day free trial), which unlocks the Taxes category.

Results it shows

  1. 01Estate Tax
  2. 02Taxable Estate
  3. 03Exemption Applied
  4. 04Estate Value
  5. 05Net to Heirs

The first figure — estate tax — is the headline result.

Inputs

The inputs it uses

Each field below comes straight from the calculator, with the same help text visitors see when they hover the info icon.

Taxable Estate Value
The value of your estate after debts, expenses and deductions (marital, charitable) — the amount subject to estate tax.
Estate Tax Exemption
The amount shielded from estate tax. The 2026 federal basic exclusion is $15,000,000 per person ($30,000,000 for a married couple using portability), reduced by lifetime taxable gifts.
Estate Tax Rate (%)
The top federal estate tax rate is 40%, which applies to every dollar above the exemption.

For your website

Embed this calculator on your website

Put the Estate Tax Planning Calculator on your own site with your colors, copy and lead form. Every calculation can arrive in your CRM with the numbers attached.

Works on WordPress, Wix, Squarespace, Webflow, Shopify, GoHighLevel and plain HTML — paste one line into an HTML or code block. No plugin needed.

Start free How embedding works

Free plan, no card. 14-day trial on Pro & Business.

  1. Inline on any pagePaste the snippet where the calculator should appear. It fills the width of its container and resizes to fit its content.
  2. Popup buttonA button sits on your page; visitors click it and the calculator opens in a popup.
  3. Floating corner widgetPaste once — or in your site-wide footer code — to show a floating calculator bubble in the corner of every page.
  4. Open from your own link or buttonGive any existing link, button or image a class and it opens the calculator when clicked.
  5. Direct linkA full-page link to the calculator for emails, social posts, QR codes or a menu item.

FAQ

Estate Tax Planning calculator FAQs

Still stuck? Ask the team — we reply within one business day.

Q.01What does the Estate Tax Planning Calculator calculate?
Estimate potential federal estate tax based on your estate value and the exemption. It returns estate tax, taxable estate, exemption applied, estate value and net to heirs.
Q.02What information do I need to use the Estate Tax Planning Calculator?
You enter 3 inputs: taxable estate value, estate tax exemption and estate tax rate (%). Every input starts with a sensible default, so you can change only what you know.
Q.03What does “Taxable Estate Value” mean in the Estate Tax Planning Calculator?
The value of your estate after debts, expenses and deductions (marital, charitable) — the amount subject to estate tax.
Q.04What does “Estate Tax Exemption” mean in the Estate Tax Planning Calculator?
The amount shielded from estate tax. The 2026 federal basic exclusion is $15,000,000 per person ($30,000,000 for a married couple using portability), reduced by lifetime taxable gifts.
Q.05Is the Estate Tax Planning Calculator free to use?
Yes — you can use it on this page for free, without an account. Embedding it on your own website needs the Business plan (from $210/month, with a 14-day free trial), which unlocks the Taxes category. Compare plans.
Q.06Can I embed the Estate Tax Planning Calculator on my website?
Yes. Embed it inline, as a popup button, as a floating corner widget, from your own link or button, or share a direct link. It works on WordPress, Wix, Squarespace, Webflow, Shopify, GoHighLevel and plain HTML sites with one line of code — see embedding.
Q.07Is the Estate Tax Planning Calculator available in Spanish?
Yes. Labels, tooltips and result names are available in English and Spanish, and visitors can switch language in the calculator.
Q.08Can the calculator capture leads?
Yes. It can end with a lead form, a Get a Quote form, a Share panel or a button to any URL. Leads are saved with the inputs and results attached and can be forwarded to your CRM by webhook.
Q.09Are the Estate Tax Planning results financial advice?
No. Estimates only. Applies the top 40% federal rate to the amount above the exemption (the 2026 basic exclusion is $15,000,000 per person). Lifetime taxable gifts, state estate or inheritance taxes, the marital/charitable deductions and portability are not modeled. Consult an estate-planning attorney.

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Your website does the math. You get the lead.

The Estate Tax Planning Calculator is one of 188 calculators you can brand and embed with one line of code.

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  • 14-day trial on Pro & Business
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