Estate Tax Estimator Order Form

"*" indicates required fields

Financial Advisor*

First Last

Email*

Phone number

First client's name (optional, we can use Valued Client)

First client's gender

Female

Male

First client's date of birth or age; helpful for life expectancy calculations

Spouse's name (optional)

Spouse's gender

Female

Male

Spouse's date of birth or age

Estimate of Net Worth (if exact amount is not known, use your best guess, we can easily revise after your client meeting)

Client's estate growth rate assumption in percent (if not known, many advisors use 5% - 7% to start a conversation with their client)

Client's inflation rate assumption in percent (if not known, many advisors use 3% for the initial presentation)

Does your client have plans for charitable gifts that would decrease the estate tax liability