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Why Is EstateFlow Showing $0 for Federal Estate Tax?

In EstateFlow, if you see $0 for federal estate tax, it could be based on whether your client has a federal taxable estate. If their estate is over $15M for a single person, or $30M for a married couple, your client might not have a taxable estate, which is why $0 is appearing in the federal estate tax in EstateFlow. If your client has gift exemption remaining, this will be applied first to reduce estate tax.

To view information about clients' federal estate tax calculations, go to Client Settings:

  1. Log into your Wealth.com account

  2. Click on the client's profile

  3. In the top right corner, click on Client Settings

  4. In the Federal Estate Tax Assumptions tab, you can update the gift exemption used for your client.

  5. In the Estate Tax Calculations tab, you can review how the federal estate tax has been calculated.

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