Massachusetts Estate Value Calculator

Massachusetts adopted the Uniform Probate Code — but skipped the part that gives most other states an automatic survivorship presumption for joint bank accounts. And tenancy by the entirety isn't automatic for married couples here either. Check each asset below to see what actually counts toward the probate estate.

M.G.L. c. 184 § 7, common-law gift principles 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 Massachusetts probate estate or outside it.

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Massachusetts probate estate (what a court oversees)
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No transfer-on-death deed, and no Lady Bird workaround

Massachusetts has never adopted the Uniform Real Property Transfer on Death Act, and it doesn't recognize a Lady Bird deed either. One reason often cited: Massachusetts runs two parallel land recording systems — a registered land (Torrens) system through the Land Court, and an ordinary recorded land system — which complicates any deed-based, record-triggered transfer mechanism. See our full explanation of why Massachusetts has no TOD deed.

Entirety isn't automatic — even for spouses

Under M.G.L. c. 184, § 7, a conveyance to a husband and wife creates a tenancy in common by default — just like any other co-owners — unless the deed expressly states it creates a tenancy by the entirety. See our full breakdown of Massachusetts joint tenancy and entirety rules, including a genuinely strange quirk where certain wording can flip a married couple's deed into a joint tenancy instead.

Bank accounts skip the presumption most states have

Massachusetts adopted the Uniform Probate Code broadly, but specifically didn't adopt the provisions that give most other states an automatic presumption of survivorship for joint bank accounts. Ownership instead turns on proving an actual intent to make a gift, and Massachusetts courts have developed a "convenience account" doctrine to sort out accounts that were never meant to be shared. See our guide to Massachusetts beneficiary and P.O.D. accounts.

Where this feeds into other Massachusetts calculators

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

Massachusetts estate value — frequently asked questions

Does Massachusetts have a transfer on death deed?

No. Massachusetts has never adopted the Uniform Real Property Transfer on Death Act, and its only transfer-on-death statute covers securities, not real property. Bills to create one have been filed repeatedly but none has passed.

Is tenancy by the entirety automatic for married couples in Massachusetts?

No. Unlike some states, a conveyance to a husband and wife in Massachusetts creates a tenancy in common by default, just like any other co-owners, unless the instrument expressly states it creates a tenancy by the entirety.

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

Not automatically the way it does in most other states. Massachusetts adopted the Uniform Probate Code generally but did not adopt its provisions creating a statutory presumption of survivorship for multi-party bank accounts, relying instead on ordinary gift principles.

What is a convenience account in Massachusetts?

An account where a second name is added purely so that person can help manage the account, without the original owner intending to make a present gift of a joint interest. Massachusetts courts have held that naming an additional account holder this way does not, by itself, manifest an intent to make a gift.

What happens to jointly owned real estate between unmarried people in Massachusetts?

It defaults to a tenancy in common, with no survivorship, unless the deed expressly states the grantees take jointly, as joint tenants, or in joint tenancy, or unless it manifestly appears from the instrument that a joint tenancy was intended.

This calculator provides an estimate for general guidance only and is not legal advice. Figures are based on Massachusetts statute (M.G.L. c. 184 § 7) and published Massachusetts court decisions, 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 Registry of Deeds or a licensed Massachusetts attorney before acting.