6 APIs · MCP /mcp/estate
Estate Planning Suite
Federal and state estate tax, inherited IRA schedules, annual gifting, GRATs, and QTIP optimization — the calculations an estate planner runs for every married couple and every HNW client.
State Estate & Inheritance Tax beta
The cliff math most calculators get wrong by six figures.
POST /estate/calculate-state-tax
Federal Estate Tax & Portability beta
Post-OBBBA $15M exemption, DSUE, and the NY cliff.
POST /estate/calculate-federal-tax
Inherited IRA RMD Schedule beta
The SECURE Act 10-year rule, done right.
POST /inherited-ira/schedule
Gift Tax Annual Exclusion Optimizer beta
Crummey 5&5 hanging powers, surfaced before they accumulate.
POST /gift-tax/optimize-annual-gifts
GRAT / CLAT / SLAT Trust Calculator beta
Zero-out annuities from the IRS §7520 rate, to the penny.
POST /estate/calculate-grat
QTIP / QDOT Marital Trust Optimizer beta
The optimal election fraction across both deaths.
POST /estate/optimize-qtip-election
Estate Planning Suite bundle: $699/mo for the full suite. All suite APIs are reachable over one MCP endpoint: /mcp/estate.