Do I need estate tax or inheritance tax support?

It depends on the state: some levy an estate tax on the estate itself (e.g., MA, OR, VT, WA), others levy an inheritance tax on beneficiaries (e.g., KY, NE, NJ, PA), and a few have both in different forms (e.g., MD). Select your state service page above for thresholds, timelines and package fit.

What do your fixed-fee packages include?

Packages typically include eligibility/threshold analysis, document checklist, preparation and filing of applicable state forms, coordination with federal estate returns as needed, payment guidance, and audit-ready support. State-specific add-ons (e.g., real-property apportionment) are available.

Can you help when assets span multiple states?

Yes. We coordinate filings, apportionment and timelines across states, and align with your attorney to prevent conflicts or duplicate assessments.

Is the consultation really free?

Yes — we offer a complimentary 20-minute discovery call to assess your situation, outline scope and provide a clear fixed-fee quote before engagement.

U.S. Estate & Inheritance Tax – Service Overview

U.S. Estate & Inheritance Tax – State Service Overview

Navigate state-specific estate and inheritance tax with clear, fixed-fee service packages. From exemptions and filing deadlines to audits and cross-state estates, our team supports executors, attorneys and families nationwide.

Free 20-min consult View state services

State service pages

Choose your jurisdiction to view thresholds, filing paths, timelines and fixed-fee packages:

Tip: If your case spans multiple states (e.g., property in VT and WA), we coordinate filings and apportionment to reduce risk and timelines.

Why choose us?

State-by-state expertise on thresholds, deductions, portability, elections and audits
Fixed-fee packages with scope clarity and predictable timelines
Executor-friendly process with document checklists and status tracking
Attorney collaboration (we work seamlessly with your counsel)

Who we serve

Executors & personal representatives handling multi-state estates
Attorneys seeking compliant filing & audit-ready support
Families with real estate or assets in estate/inheritance-tax states
Out-of-state heirs with in-state assets (property, securities, businesses)

Talk to a State Estate/Inheritance Tax Specialist

Review your situation, deadlines and the best package for your jurisdiction in a complimentary 20-minute discovery call.

Book your free consult