estatescounsel.com  ·  Confidential Assessment
Free Wealth Assessment

How Much of Your Estate
Will Actually Reach Your Heirs?

Answer five questions and get a detailed, personalized breakdown of your estate tax exposure, planning gaps, and the strategies most likely to move the needle for your family.

40%
Federal estate tax rate
2026
Exemption sunset deadline
5 min
To complete your assessment
$0
Cost. No obligation.
Step 1 of 5
Step 01 — Foundation
Your Wealth Profile
These figures establish your baseline exposure. Use ballpark figures — precision isn't required at this stage.
Total Estimated Net Worth
$8.5M
$1M$25M$50M$100M
Primary Residence Value
$2.2M
$500K$6M$12M$25M
Investable / Liquid Assets
$4.0M
$0$20M$40M$80M
Business Interests / Private Equity
$0
None$12.5M$25M$50M+
Annual Household Income
Step 02 — Family Architecture
Heirs, Beneficiaries & Structure
Your estate plan is only as strong as its alignment with your family. These factors significantly shape both your exposure and your available strategies.
Marital Status
Children / Direct Heirs
Do you have minor children or heirs with special needs?
Blended Family or Prior Marriage?
Charitable Intentions
Step 03 — Plan Audit
Current Planning Infrastructure
Select every instrument currently in place. Even sophisticated estates often carry silent structural failures that only surface at the worst moment.
Planning Documents & Structures in Place
When Was Your Plan Last Professionally Reviewed?
Primary State of Domicile
Step 04 — Priorities & Timing
Goals, Concerns & Upcoming Events
Your planning priorities and near-term events dramatically shape which strategies are most valuable — and most time-sensitive.
Primary Objectives (all that apply)
Anticipated Liquidity Event in Next 5 Years?
Business sale, IPO, large inheritance, significant real estate transaction
Your Age Range
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/ 100
Analyzing your estate…
Federal Estate Tax
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Probate Risk
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Income Tax Drag
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Asset Protection
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💡
Planning Opportunity
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Priority Action Areas
🔒   Strictly Confidential — Attorney-Client Privilege Applies

Request Your Private Strategy Session

Your assessment is complete. A senior Estates Counsel advisor will review your profile and reach out within one business day to schedule a complimentary, no-obligation planning call.

First Name
Last Name
Email Address
Phone Number
Best Time to Reach You
Current Advisors (Optional — helps us prepare)
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✓
You're All Set.
Your assessment has been received. An Estates Counsel senior advisor will contact you within one business day to schedule your private, complimentary planning session.
1
Confirmation EmailA summary of your assessment and what to expect is on its way to your inbox.
2
Advisor MatchWe'll pair you with the specialist whose practice best fits your planning priorities.
3
Strategy SessionA 45–60 minute private consultation — no sales pressure, just substance.
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This assessment is for informational and educational purposes only and does not constitute legal, tax, or financial advice. Results are estimates based on general planning principles and current federal law. Consult a qualified estate planning attorney for advice specific to your situation. © 2025 Estates Counsel. All rights reserved.