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Otis is a tool provided by Sutton Intermediate Holdings, LLC d/b/a Otis, a licensed insurance producer (NY License No. LB-1977437). Site content is general information only — not legal, tax, financial, or insurance advice. Any insurer or product referenced is identified by full name and principal-office location.

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Estimate potential estate tax exposure based on a simplified client profile.

Source information

Client basics
Financial profile
Enter in millions – e.g. $18M, 18M, or 18,000,000
Enter in millions – e.g. $2M
Context
Illustrative estimate only — not advice or a tax determination. Figures are directional and will differ from actual results; confirm any decision with your own attorney, CPA, and insurance professional. Producer: Sutton Intermediate Holdings, LLC d/b/a Otis, NY Lic. LB-1977437.
Analysis
Client memo
Summary
Notes
Dashboard
FUNNEL
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Otis
Enter a simplified client profile to generate an initial estimate of potential estate tax exposure.
Illustrative estimate only — not advice or a tax determination. Figures are directional and will differ from actual results; confirm any decision with your own attorney, CPA, and insurance professional. Producer: Sutton Intermediate Holdings, LLC d/b/a Otis, NY Lic. LB-1977437.
Your information
Firm name *
Your name *
Email *
Phone *
Firm type *
Quick examples
Client profile
Client reference (optional)
For your own tracking – no identifying information required
Net worth *
Enter in millions – e.g. $8M, 8M, or 8,000,000
State *
Age *
Marital status
% illiquid assets
Current life insurance
Business ownership
Existing estate plan
Additional context (optional)
Initial estimate only. See full disclosure above.
Scenario
Client memo
Next step
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Otis is a tool provided by Sutton Intermediate Holdings, LLC d/b/a Otis, a licensed insurance producer (NY License No. LB-1977437). Site content is general information only — not legal, tax, financial, or insurance advice. Any insurer or product referenced is identified by full name and principal-office location.

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Otis is a tool provided by Sutton Intermediate Holdings, LLC d/b/a Otis, a licensed insurance producer (NY License No. LB-1977437). Site content is general information only — not legal, tax, financial, or insurance advice. Any insurer or product referenced is identified by full name and principal-office location.
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