Estate Tax Exposure Analyzer
Analyze client estates for tax liability and multi-scenario planning
What You Can Do
Assess client estates for federal and state tax exposure, calculate exemption utilization across multiple scenarios, and generate compliance-verified strategies. You'll receive detailed liability projections, asset allocation recommendations, and specific action items for tax minimization—all tied to current exemption limits and portability rules.
Features
Systematically categorize and value client assets (liquid, real property, retirement accounts, business interests, life insurance) to establish accurate taxable estate figures
Calculate federal and state exemption usage across individual, spousal, and portability scenarios with real-time exemption limit references
Generate tax liability projections across base case, optimistic, and pessimistic scenarios to show range of exposure and planning sensitivity
Audit estate plans against current IRS regulations, state laws, and recent case law to flag planning gaps and documentation risks
Synthesize liability analysis into prioritized recommendations (gifting strategies, trust structures, valuation discounts, charitable techniques)
Compute federal estate tax, state inheritance tax, and income tax on unrealized gains with detailed breakdowns by asset class
Produce professional summary documents with graphics, scenario tables, and executive summaries suitable for client review
Example Output
Estate Tax Exposure Summary for Client: Jane Doe
- Total Gross Estate: $8,500,000
- Federal Exemption (2026): $13,610,000
- Projected Federal Tax (Base Case): $0 | High Case: $1,200,000
- State Tax Exposure (CA): $285,000
- Exemption Utilization: 62% (individual), 0% (portability available)
Top Recommendations: ✓ Implement annual gifting to spouse ($18k/year) to reduce estate and preserve exemption ✓ Establish ILIT for $2M life insurance policy to remove from taxable estate ✓ Explore family limited partnership for 25% valuation discount on real estate ($1.8M)
Compliance Flags:
- Current will does not contain portability language (recommend amendment)
- Beneficiary designations on retirement accounts bypass trust (recommend review)
What's Included
- Estate Assessment Framework: Structured questionnaire and analysis template for gathering and organizing all estate data
- Tax Calculation Engine: Automated formulas for federal estate tax, state tax, income tax on appreciated assets, and generation-skipping transfer tax
- Scenario Comparison Tool: Side-by-side projections comparing base case, high appreciation, and strategic planning outcomes
- Compliance Audit Checklist: Comprehensive checklist against current IRS rules, state probate codes, and trust portability requirements
- Strategy Recommendation Templates: Pre-built recommendation library for gifting, trusts (ILIT, QDOT, GRAT), family partnerships, and charitable vehicles
- Client Report Template: Executive summary and detailed report formats with charts, scenario tables, and actionable next steps
Who It's For
- Estate Planning Attorneys
- Tax Advisors & CPAs
- Certified Financial Planners (CFP®)
- Wealth Managers
- Private Client Services Teams
Best For
- High-net-worth client onboarding and assessment
- Annual estate tax liability reviews
- Multi-generational wealth planning
- Exemption optimization prior to client presentations
- Compliance documentation and risk audits
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