Windows software for law offices from ERICH Incorporated

Free estate administration calculator

Executor / Personal Representative Fee Calculator

Estimate executor or personal-representative compensation using customizable fee tiers so you can match the governing jurisdiction or court order.

Working on an estate or gift-tax matter?

Use the free planning tool below, then move into Form 706 & 709 Software when a matter requires tax-return preparation.

Calculate a Custom Tiered Executor Fee

Enter the estate amount used by your jurisdiction and the applicable tier limits and percentages. No legal rates are assumed.

The example values are not a statement of the law in any jurisdiction. Replace them with the current statutory, court-approved or governing fee structure that applies to the estate.

Why use customizable fee tiers?

Executor and personal-representative compensation rules vary significantly. Some jurisdictions use statutory percentages, some allow reasonable compensation, and some use other methods. A customizable tier calculator is safer than pretending one state's percentages apply everywhere.

How the tier calculation works

Each percentage applies only to the portion of the estate falling within that tier. Any amount above the three entered tiers uses the excess rate. A fixed amount can also be added when appropriate.

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Need Form 706 or Form 709 preparation?

Form 706 & 709 Software is built for estate and gift-tax return preparation in a focused Windows workflow.

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