Estate & survivorship liquidity

Option C / second-death framing. For estate tax math, use the estate tax calculator.

Educational estimate only

This tool provides general planning estimates. It is not underwriting, a quote, or legal/tax advice. Actual coverage needs and premiums depend on health, carrier rules, and your full financial picture. Consult a licensed professional before buying or changing insurance.

Estate liquidity need (fees, settlement)

Trust funding target

Legacy / charitable buffer

Business succession liquidity

Estimated estate tax / settlement (manual)

Earmarked assets (offsets)

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