For firms and professionals

Free calculators for your website

Give your clients and visitors a working calculator on your own site. Search 35 retirement, tax, estate and business-owner calculators, add your firm's name, and see exactly how it will look before you copy anything.

Free, with no account and no client information collected. Figures are updated each year.

1 Pick a calculator

Selected: State Estate Tax Calculator

All 35 calculators

2 Add your firm's name

It appears as “Provided by your firm” at the bottom of the calculator. It also lets us tell you how many of your visitors use it.

3 See exactly what your visitors will see

  • A box to enter the estate's value and choose a state
  • The estimated state and federal estate tax
  • A table comparing all 13 places that have an estate tax
  • A small credit line under the calculator

Live preview: try it

4 Copy the code and paste it into your site

This is the code that puts the calculator above on your page. It has three parts:

  • The calculator window. It shows the calculator from wealthplannerpro.ai inside your page, the same way a YouTube video is embedded.
  • A one-line sizing script. It makes the window grow or shrink so there is no scroll bar inside it.
  • A small credit line. It sits under the calculator and names WealthPlannerPro and Morrowgate Private Wealth as the source.

Where to paste it

WordPress
Edit the page, add a “Custom HTML” block, paste the code and publish.
Squarespace
Edit the page, add a “Code” block, paste the code and save.
Wix
Click Add, choose Embed Code, then “Embed HTML”, paste the code and publish.
Anything else
Send the code to whoever manages your website and ask them to paste it where the calculator should appear.

Rather not add code? Link to the calculator instead: https://wealthplannerpro.ai/state-estate-tax-calculator/

Every calculator you can add

Not on the list: 2026 New York Estate Tax Threshold Calculator. Built on New York's exclusion, which changes every year, and its 105% cliff. The State Estate Tax Calculator covers New York alongside every other estate-tax state.

The fine print

  • Free to use on any website. Please keep the small credit line under the calculator.
  • The calculators are educational and do not give tax, legal or investment advice. Your relationship with your clients is unchanged.
  • We update the figures when the IRS, Social Security or the states publish new ones. Your copy updates automatically.

Want a different calculator, or help adding one?

Tell us which question your clients ask most, or what is not working. Greg will reply personally.

Your question goes to Greg Garone, CEPA®, founder of Morrowgate Private Wealth. Morrowgate helps business owners and families connect business transitions, retirement income, and family wealth decisions, working alongside your CPA and attorney. Choose an email reply or a call.

Which best describes you?

Choose the path that fits. It changes the guidance around the result, not the calculation.

How should we respond?
Prefer to choose a time? Book a conversation

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