ESTATE PLANNING MASTER CHECKLIST

probatepedia.com · 47 Items · Print & Complete With Your Attorney · Updated March 2026

| Content💻 SECTION 4: Digital AssetsContentStateContentEstate / Inheritance Tax** | CA / FL / TX | None ✅ | Illinois | Estate tax, $4M, no portability ⚠ | New York | Estate tax, ~$7.28M, cliff ⚠ | New Jersey | Inheritance tax only (Class C/D) ⚠ | Massachusetts | Estate tax, ~$2M ⚠ verify | Pennsylvania | Inheritance tax (Class A exempt) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ContentEstate / Inheritance Tax** | | CA / FL / TX | None ✅ | | Illinois | Estate tax, $4M, no portability ⚠ | | New York | Estate tax, ~$7.28M, cliff ⚠ | | New Jersey | Inheritance tax only (Class C/D) ⚠ | | Massachusetts | Estate tax, ~$2M ⚠ verify | | Pennsylvania | Inheritance tax (Class A exempt) |

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Full series: /estate-planning/checklist/ · State guides: /california/ /florida/ /texas/ /new-york/ /illinois/ /new-jersey/ · Updated March 2026