The definitive actuarial valuation workstation for estate planning attorneys, CPAs, title closing agents, and Medicaid planners. Strict IRS Publication 1457 Table S conformity.
Direct implementation of Treasury Reg. § 20.2031-7 and IRS Table 2010CM decennial mortality schedules. Computes exact Life Tenant and Remainder interest factors.
Multi-life survivorship modeling for couples under the law of probability for measuring lives, apportioning equity across joint tenants and residual beneficiaries.
Evaluates uncompensated remainder transfers against statutory state nursing home monthly divisor rates to forecast exact institutional Medicaid penalty periods.
Generates unwatermarked, court-ready Actuarial Valuation Certificate PDFs complete with IRS discount rates, age certifications, and statutory citations.
LifeEstateCalc is a mathematical computational tool designed to assist professionals with actuarial valuations under statutory schedules. LifeEstateCalc does not provide formal legal representation, tax advice, or official title insurance guarantees. Users must verify all calculations with local jurisdiction statutes and official IRS publications.