Estate Tax Software

Form 706 Software for Attorneys

Estate-planning and probate attorneys preparing federal estate tax returns need a workflow that keeps assets, deductions, elections, schedules and supporting statements together.

Updated September 6, 2026 • Verify current agency instructions before filing.

Estate-planning and probate attorneys preparing federal estate tax returns need a workflow that keeps assets, deductions, elections, schedules and supporting statements together.

What attorneys should look for

  • Complete Form 706 schedule coverage for the matters you handle
  • Asset and deduction worksheets
  • Portability/DSUE data entry
  • Print/PDF review copies
  • Save/reopen and revision workflow
  • Local client-data storage

Related estate tax resources

Form 706 Due Date CalculatorCalculate the general filing deadline.Form 706 SchedulesNavigate the major schedules.Form 706 SoftwareWindows estate tax software — $399.

Frequently Asked Questions

What is the Form 706 filing deadline?

Form 706 is generally due nine months after the decedent’s date of death, subject to weekend/holiday rules and valid extensions.

What is the 2026 estate tax filing threshold?

For 2026 decedents, the IRS lists a $15,000,000 basic exclusion and filing threshold under the general filing test.

Can an estate file Form 706 below the threshold?

Yes. A common reason is to elect portability of a deceased spouse’s unused exclusion amount (DSUE).