Colorado Estate Value Calculator

Colorado's beneficiary deed comes with a warning printed directly on the form: executing it may not actually avoid probate. Check each asset below to see what actually counts toward the probate estate.

C.R.S. § 38-31-101, § 15-15-401 FigureMyTax Editorial Team Free · no sign-up

What's in this estate?

For each asset the person owned, enter its value and how it's titled. We'll sort each one into the Colorado probate estate or outside it.

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Colorado probate estate (what a court oversees)
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Joint tenancy needs express language — strictly enforced

Under C.R.S. § 38-31-101, no conveyance or devise of real property to two or more people creates a joint tenancy unless the deed or will expressly declares it. Colorado courts have taken this seriously: even a will leaving property to two people "jointly and severally," without expressly choosing joint tenancy, was held to create only a tenancy in common. See our full breakdown of Colorado joint tenancy rules, including a 2008 law that reinstated a stricter common-law test after courts had drifted toward a looser one.

One of the oldest beneficiary deed laws, with two built-in warnings

Colorado's beneficiary deed, enacted in 2004, was one of the earliest such laws in the country. But its own statutory form is required to carry two warnings printed directly on the document: that execution may disqualify the grantor from Medicaid, and that execution may not avoid probate. See our full guide to the Colorado beneficiary deed for why that second warning exists — it comes down to how the deed interacts with an existing joint tenancy.

Bank accounts can go either way

Under C.R.S. § 15-15-212, a multiple-party account can be set up either with or without a right of survivorship. For an account with survivorship, sums on deposit at a party's death belong to the surviving party or parties. See our guide to Colorado beneficiary and P.O.D. accounts.

Where this feeds into other Colorado calculators

The probate-estate total from this tool is the starting point for Colorado's probate cost and executor fee calculators, and for checking Colorado's small estate affidavit. Colorado has no state estate or inheritance tax, so this total doesn't feed into a separate state tax calculation.

Colorado estate value — frequently asked questions

Does jointly owned real estate skip probate in Colorado?

Only if the deed or will expressly declares the property is held in joint tenancy. Under C.R.S. Section 38-31-101, no conveyance or devise to two or more people creates joint tenancy unless it is expressly declared — without that language, ownership defaults to a tenancy in common, with no survivorship.

Does Colorado have a beneficiary deed?

Yes, and it was one of the earliest in the country. Under C.R.S. Sections 15-15-401 to 15-15-415, enacted in 2004, an owner can record a deed that conveys real property effective on death, outside probate, without a co-owner.

Does a Colorado beneficiary deed always avoid probate?

Not necessarily. If the grantor was a joint tenant, the beneficiary deed only takes effect if that grantor turns out to be the last of the joint tenants to die — the deed does not sever the joint tenancy, so a surviving joint tenant's right of survivorship comes first. Colorado's statutory deed form is required to warn that execution may not avoid probate.

Does executing a Colorado beneficiary deed affect Medicaid eligibility?

Yes. Under C.R.S. Section 15-15-403, an applicant for or recipient of Medicaid who has a beneficiary deed in effect is not entitled to that medical assistance, and the property is treated as a countable resource.

Does a joint bank account automatically pass to the survivor in Colorado?

Generally yes, for an account with a right of survivorship. Under C.R.S. Section 15-15-212, sums on deposit at a party's death belong to the surviving party or parties, though a multiple-party account can also be set up without a right of survivorship.

This calculator provides an estimate for general guidance only and is not legal advice. Figures are based on Colorado statute (C.R.S. § 38-31-101, § 15-15-401 et seq., § 15-15-212) verified per our methodology. How a specific asset is actually classified depends on its full paperwork, account agreement, or deed language. Confirm with the county Clerk and Recorder or a licensed Colorado attorney before acting.