Estate Planning
Get a straightforward read on how taxes, fees, giving, and other costs could shape what passes to your heirs—grounded in the plan you already built.
Stays tied to your plan
Your estate picture is built from the retirement plan you already keep in RetireWise, so it moves with you when your finances change.
See what could remain
Skip the spreadsheet guesswork: get headline totals plus optional detail on accounts, taxes, probate-style fees, giving, and net legacy.
Try different angles
Adjust a handful of assumptions, save them on the plan, and refresh the view when you want to compare scenarios—not legal advice, just clearer "what-if" thinking.
What you'll find
A quick tour of the estate view—totals, detail when you need it, and settings you control.
Your plan, your snapshot
Pick the retirement plan you want to look at and refresh the estate view when you are ready. Switch between current dollars and future dollars so the numbers match how you prefer to think about legacy.
Why people use it
Read legacy figures in today's dollars or future dollars.
Re-run anytime after you change inputs or assumptions.
Use it alongside a qualified professional for real-world decisions.
Try it in the app
Sign in and open Estate Planning from your workspace. If it is not included in your plan yet, check Pricing for an upgrade.