Estate Tax Calculator

Estate Planning is an important part of a comprehensive financial plan. This calculator estimates the estate tax liability at death with no surviving partner. The tax on an estate is the difference between the tax payable on the individual’s regular income (before any deemed dispositions of the estate’s assets) and the tax payable on the regular income plus the taxable amount of the estate.

  • Calculations use marginal tax rates as of January 2020.
  • Rates take all federal and provincial taxes and surtaxes into account and the basic personal tax credit.

Canadian assets are included in the calculations.


FreshPlan calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

Calculator Spectrum

  • Financial
  • Investment
  • Retirement
  • Tax
  • Insurance
  • Estate Planning
  • Education Planning

Calculate. Educate. Plan.

Easily calculate, explain and reinforce complex financial concepts.
FreshPlan combines 75 calculators with a growing number of powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool.