Interactive planning tools
Issue-spotting aids for T&E practice. These are educational tools, not legal advice — every result depends on the full facts and the governing state law.
What's inside
Four interactive, issue-spotting tools for trusts-and-estates practice.
Trust decision helper
Answer a few questions about goals, estate size, family, and assets to surface candidate structures — each linked to its guide.
2026 estate-tax exemption explorer
See the federal exemption over time, estimate federal exposure, and scan the state death-tax landscape.
State execution-formalities lookup
Core will-execution requirements, holographic recognition, marital regime, and death-tax posture by jurisdiction.
Working checklists
Funding, execution-ceremony, and new-client-intake checklists you can work through in the browser.
Sign in to read the interactive tools
The Estateur Resource Library — the interactive planning tools — is included with an Estateur subscription. Sign in to your account to open the interactive tools, or start a subscription to unlock the whole library.
Educational tools, not legal advice. Figures and rules are general reference, change over time, and must be verified against current primary authority. These tools do not create an attorney-client relationship. Estateur is not a law firm.