Estate Planning Calculators

Ideal for: Legacy planning · Tax efficiency · Client education · Early estate conversations

Empower Clients to Plan with Purpose

Legacy conversations can feel overwhelming—for clients and advisors alike. FreshPlan’s estate planning calculators are built to simplify the process, making it easier to start meaningful conversations about wealth transfer, charitable giving, taxes, and final wishes.

These tools help clients visualize the impact of their decisions while giving you a clear, confident path to guide them through critical planning moments.

Key Estate Planning Calculators

Each calculator is Snackable, Stackable, and Adaptable—so you can meet clients where they are, from simple check-ins to full onboarding.

Estate Planning Checklist
Ensure nothing gets missed with a comprehensive overview of tasks, documents, and decisions needed for a complete estate plan.

Final Tax Bite
Estimate the total taxes owed at death, including capital gains and RRSP/RRIF taxes, to help clients understand potential estate erosion.

Probate Fee Estimator
Project provincial probate fees based on estate size and structure—helping clients plan proactively to minimize costs.

Charitable Donation Calculator
Model the tax benefits of planned giving, and show how charitable donations can offset final taxes and create meaningful legacy impact.

Gifts in Kind, Shares & Other Capital Property
Navigate the complexities of donating appreciated assets with clarity around potential tax savings and reporting requirements.

Donating Shares to a Charity
Illustrate how gifting publicly traded shares to a registered charity can eliminate capital gains tax and enhance philanthropic impact.

Donate Some Shares, Sell Some
Compare the outcomes of partial donations and sales of shares, showing the best mix of charitable intent and tax efficiency.

Estate Planning Components infographic on a laptop

Client-Ready Visuals and Infographics

Estate planning is complex—our visuals make it easier to explain. Use them to:

  • Break down tax impacts
  • Show charitable giving options
  • Explain probate strategies
  • Reinforce key concepts during or after meetings

Help Clients Leave a Legacy—Not Confusion

FreshPlan’s estate tools support key moments like:

  • First estate planning conversations
  • Legacy and values-based planning
  • Tax-efficient wealth transfer
  • Philanthropic planning
  • Preparing for executor or trustee roles

They’re clear, client-friendly, and built to reduce fear while increasing confidence.

Why Advisors Choose FreshPlan for Estate Conversations

  • Brings clarity to complex tax and legacy questions
  • Encourages early and confident estate planning
  • Builds trust through education and transparency
  • Supports meaningful conversations about values, not just dollars

Calculator Features

  • Quick Plan Templates
    Jumpstart legacy conversations with guided workflows.

  • Modular Planning
    Use the calculators that match your client’s life stage and goals.

  • Scenario Modeling
    Show the impact of different donation strategies, gifting approaches, or asset distributions.

  • Client-Ready Reports
    Turn planning sessions into polished summaries clients can share with family or executors.

  • Secure Sharing
    Let clients explore scenarios privately, increasing comfort and buy-in.

  • Visual Dashboards
    Help clients see the real-life impact of estate decisions in a digestible format.