Illinois Estate Value Calculator

Illinois only recently expanded its transfer-on-death instrument beyond just residential property — and it still requires the beneficiary to file paperwork after death before the transfer actually takes effect. Check each asset below to see what actually counts toward the probate estate.

765 ILCS 1005, 755 ILCS 27 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 Illinois probate estate or outside it.

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Illinois probate estate (what a court oversees)
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Joint tenancy needs express words, and entirety is homestead-only

Under the Illinois Joint Tenancy Act (765 ILCS 1005/1), a conveyance to two or more people creates a tenancy in common unless expressly declared to pass in joint tenancy instead. Tenancy by the entirety is narrower than in some states: it's available only for a married couple's homestead property specifically, not just any real estate they happen to own together. See our full breakdown of Illinois joint tenancy and entirety rules.

A transfer-on-death instrument, recently expanded

Illinois's Real Property Transfer on Death Instrument Act (755 ILCS 27) originally covered only residential real estate when enacted in 2011. It was expanded, effective January 1, 2022, to cover any real property in the state, not just homes. There's a catch most other states' TOD deeds don't have: the transfer only becomes effective once the beneficiary files a notice of death affidavit and acceptance with the county recorder. See our full guide to the Illinois TOD instrument.

Bank accounts keep a specific survivorship carve-out

Illinois abolished automatic survivorship for jointly owned personal property in general, but specifically preserved it for bank and trust company deposits held as joint tenants — a carve-out written directly into the same statute that otherwise abolishes the rule. See our guide to Illinois beneficiary and P.O.D. accounts.

Where this feeds into other Illinois calculators

The probate-estate total from this tool is the starting point for Illinois's probate cost and executor fee calculators, and for checking Illinois's small estate affidavit. Illinois does have a state estate tax on larger estates — see our Illinois Estate Tax Calculator for that separate calculation.

Illinois estate value — frequently asked questions

Does jointly owned real estate skip probate in Illinois?

Only if the deed expressly declares a joint tenancy. Under the Illinois Joint Tenancy Act, a conveyance to two or more people creates a tenancy in common unless expressly declared to pass in joint tenancy instead.

Is tenancy by the entirety automatic for Illinois married couples?

Only for homestead property. Illinois allows a devise or conveyance of homestead property to be expressly declared to pass to a married couple as tenants by the entirety, but this specific form is limited to the couple's homestead, not any real estate they own.

Does Illinois have a transfer on death deed?

Yes, called a transfer on death instrument. The Real Property Transfer on Death Instrument Act originally covered only residential real estate, but was expanded effective January 1, 2022 to cover any real property in Illinois, not just homes.

Does an Illinois transfer on death instrument take effect automatically at death?

Not quite automatically. It becomes effective as of the owner's death only once a notice of death affidavit and acceptance is filed by the beneficiary or beneficiaries with the county recorder, an extra step most other states' TOD deeds do not require.

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

Generally yes. Although Illinois abolished automatic survivorship for jointly owned personal property in general, it specifically preserved survivorship rights for bank and trust company deposits held as joint tenants.

This calculator provides an estimate for general guidance only and is not legal advice. Figures are based on Illinois statute (765 ILCS 1005, 755 ILCS 27) 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 Recorder or a licensed Illinois attorney before acting.