Utah Estate Value Calculator

Since May 2024, Utah presumes ANY two or more co-owners hold real estate as joint tenants with survivorship — a presumption that used to apply only to married spouses. Check each asset below to see what actually counts toward the probate estate.

Utah Code § 57-1-5, § 75-6-401, § 75-6-104 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 Utah probate estate or outside it.

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Utah probate estate (what a court oversees)
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A joint tenancy presumption that grew wider over time

Under Utah Code § 57-1-5, an ownership interest granted to two or more people in their own right is now presumed to be a joint tenancy with survivorship — but this hasn't always been true, and it hasn't always applied to everyone. See our full breakdown of how Utah's presumption expanded from spouses-only to nearly everyone.

An early-adopter TOD deed, with a quirky revocation rule

Utah adopted the Uniform Real Property Transfer on Death Act back in 2010, well ahead of many other states. It can't be revoked simply by crossing it out. See our full guide to the Utah TOD deed.

Bank accounts follow the standard survivorship presumption

Utah law presumes a joint bank account passes to the surviving party or parties, unless there's clear and convincing evidence of a different intention. See our guide to Utah beneficiary and P.O.D. accounts.

Where this feeds into other Utah calculators

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

Utah estate value — frequently asked questions

Does jointly owned real estate skip probate in Utah?

Usually yes as of 2024. Since May 1, 2024, an ownership interest in Utah real estate granted to two or more people in their own right is presumed to be a joint tenancy with rights of survivorship, unless severed, converted, or expressly declared otherwise.

Did Utah's joint tenancy presumption always apply to unmarried co-owners?

No. From 1997 to 2022 the presumption applied only to spouses designated as husband and wife, and from 2022 to 2024 only to spouses generally. The presumption was extended to any two or more co-owners only starting May 1, 2024.

Does Utah have a transfer on death deed?

Yes. Utah adopted the Uniform Real Property Transfer on Death Act in 2010, one of the earlier states to do so, and amended it in 2018 and 2019.

Can a Utah TOD deed be revoked by crossing it out?

No. Once a transfer on death deed is recorded, it may not be revoked by a revocatory act performed on the deed itself, such as marking through it or tearing it up. Revocation requires a separate recorded instrument.

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

Generally yes. Sums remaining on deposit at a party's death belong to the surviving party or parties, unless there is clear and convincing evidence of a different intention.

This calculator provides an estimate for general guidance only and is not legal advice. Figures are based on Utah statute (Utah Code § 57-1-5, § 75-6-401 et seq., § 75-6-104) verified per our methodology. How a specific asset is actually classified depends on its full paperwork, account agreement, or deed language and grant date. Confirm with the county Recorder or a licensed Utah attorney before acting.