Estate Planning Forms
Each free estate planning form and document is downloadable and some available to make online.
Estate Administration - Probate
If you are handling the legal affairs of someone who is deceased, you will most likely be involved in probate. Probate is the legal process that’s initiated upon the death of someone who has an estate of some kind, but has died without a verifiable will in place.
Estate Planning covers forms related to evaluating your assets and determining how to distribute them before and after your death. There are checklists, calculators, worksheets, and forms & documents for indicating the details for your memorial or funeral services.
Power of Attorney
A power of attorney (POA) is a useful tool in the estate planning process. However, because a power of attorney gives another person a tremendous amount of authority over your financial affairs, you must be very cautious when choosing the type of power of attorney that is best for you. Here we offer a General POA, Durable POA, Medical POA, Financial POA, and Limited POA.
A will is a legal document that allows you to achieve several goals. It is the most effective way to control the distribution of your assets upon your death. Many people make a will because they want to ensure that their estates are divided according to their wishes. They may choose to make a will so their assets are divided equally or even unequally among their children. They may also choose to leave their assets to a favorite charity. Also, an individual may draft a will to purposely exclude a family member from receiving any assets.
Addendum to Will - Codicil Form
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