Estate Value Calculator by State

Not everything a person owned counts toward the estate that goes through probate. What counts — and what passes straight to a beneficiary without a court — depends on how each asset is titled and on rules that differ by state. Pick a state below to see what counts in yours.

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What's in an estate value check

Each state page below covers what counts toward the estate in that state, which assets actually go through probate, and which pass outside it — from accounts with a named beneficiary to property held jointly. Every rule is tied to a cited statute or official source — see our methodology for how we verify each one.

Probate assets vs. non-probate assets

An asset goes through probate when it is in the decedent's name alone, with no named beneficiary and no survivorship right. An asset skips probate when something else already decides who receives it: a named beneficiary (life insurance, retirement accounts, payable-on-death and transfer-on-death accounts), joint ownership with a right of survivorship, or ownership by a living trust. The value of what does go through probate is the starting point for several other calculators here — it drives probate costs and whether an estate is small enough for an affidavit. Estate and inheritance taxes work differently, because they look at more than the probate estate.

Why it depends on the state

The basic split is the same everywhere, but the details are state law. Whether a house can pass by a transfer-on-death deed, which forms of joint ownership exist, how community property states treat what a couple owns, and which allowances are set aside for a surviving family all differ. A home that skips probate in one state can go straight through it in another.

Frequently asked questions

What counts as part of the probate estate?

Assets the person owned alone, with no named beneficiary and no survivorship right - typically bank accounts in their name only, vehicles, real estate, and personal belongings. Assets that already have a named beneficiary or a surviving co-owner pass outside probate and usually don't count.

Does life insurance go through probate?

Usually not. Life insurance is paid directly to the named beneficiary, so it skips probate. The exception is when the policy names the estate as beneficiary, or when every named beneficiary has died and there is no backup - then the proceeds can end up in the estate.

Does a retirement account go through probate?

Not when it has a living named beneficiary, because the account passes directly to that person. If no beneficiary is named or none survives, the plan's own terms decide where it goes, and that can be the estate.

Does a house held in joint names go through probate?

It depends on how title is held. With a right of survivorship, the house passes to the surviving owner outside probate. Held as tenants in common, the deceased owner's share does go through probate. The available forms of joint ownership also vary by state.

Why does what counts toward the estate depend on the state?

The basic split between probate and non-probate assets is similar everywhere, but the details are state law: whether a house can pass by a transfer-on-death deed, which forms of joint ownership exist, how community property states treat what a couple owns, and which allowances are set aside for a surviving family. Each state page here covers that state's rules.

Every state page provides general guidance only and is not legal, tax, or financial advice. Figures and rules are based on cited state statutes and official sources, verified per our methodology. Confirm how a specific asset is titled, and how your state treats it, with the relevant probate court or a licensed attorney before acting.