Professional calculators for trusts, estates & wealth transfer

Model trust distributions, estimate estate and GST tax, and compare wealth-transfer strategies — free, accurate, and built for fiduciaries and families alike.

All 26 fiduciary calculators

• Fiduciary Fee Calculator — Estimate trustee fees, executor commissions, and fiduciary compensation.
• 401(k) Calculator — Project your 401(k) balance, employer match, and retirement income.
• Loan Calculator — Estimate monthly loan payments, total interest, and payoff cost.
• Auto Loan / Car Payment — Estimate a car payment from price, down payment, trade-in, tax, fees, rate, and term.
• Mortgage Calculator — Estimate monthly mortgage payment, taxes, insurance, PMI, and total interest.
• Retirement Calculator — Project retirement savings and estimate whether your nest egg may support your income goal.
• Investment Calculator — Estimate compound growth from your starting balance and recurring investments.
• CD Calculator — Estimate CD maturity value and interest earned from APY and term length.
• FAFSA Calculator — Estimate college net price after family contribution, grants, scholarships, and student loans.
• Online Financial Calculator — Use an online financial calculator for TVM-style present value, future value, and payment math.
• Trust Fund Payout — Project a year-by-year distribution schedule and remaining balance.
• Inflation-Adjusted Distribution — Find the payment that preserves a beneficiary's purchasing power.
• Estate Tax — Estimate federal and state estate tax under 2026 law.
• GST Tax — Calculate GST tax and track your remaining exemption.
• Charitable Remainder Trust — Project income, charitable deduction, and remainder to charity.
• QCD Calculator — Compare QCD tax savings versus a taxable IRA withdrawal.
• Beneficiary Distribution Tax — Estimate tax on a distribution to a spouse, child, or trust.
• Dynasty Trust — Project multi-generational wealth shielded from estate tax.
• SLAT Calculator — Estimate estate tax savings while keeping spousal access.
• ILIT Calculator — See how an ILIT keeps the death benefit out of your estate.
• Step-Up in Basis — Compare selling an appreciated asset now versus inheriting it.
• Wealth Transfer Comparison — Compare gifting, dynasty trusts, and charitable strategies.
• GRAT Calculator — Estimate the tax-free transfer to heirs from a zeroed-out GRAT.
• Gift Tax — See the taxable portion of a gift and exemption used under 2026 law.
• QPRT Calculator — Estimate the gift-tax discount from transferring your home to a QPRT.
• Charitable Lead Trust — Project charity payments, the deduction, and the remainder to heirs.