Estate Planning Forms & Documents

Last Will and Testament:
A Last Will and Testament directs the Probate Court how to distribute your property at your death. This form allows you to choose the people you wish to receive your property upon death, choose who you want to administer those distributions (name an executor of your will), and to choose who you like to care for your minor children.  More in-depth than a simple will, this Last Will and Testament gives you the ability to specifically devise your property upon death. It gives you the ability to select a more intricate distribution of your assets, and the specific powers your executor will have under the will. If you have minor children, or anticipate having children in the future, this form give you the capability to name a Guardian of the minor children should you pass away. Get Started

Living Trust:
A Living Trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary. You can be the trustee of your own living trust, keeping full control over all property held in trust. With a living trust, you can direct how your assets are to be distributed after death, much like with a will, but without putting your family through the hassle of probate. A living trust is a great and flexible way to provide for the people or organizations you care about, even after your death. If you have minor children, or anticipate having children in the future, this form also gives you the capability to name a Guardian of the minor children should you pass away. Get Started

Pour-Over Will:
A pour-over will is used in combination with a living trust, and acts as a safety net for any property that may have been left out of your living trust during your life, whether intentionally or not, and puts that property into the trust at your death. This should be created after you create your living trust. Get Started

Health Care Power of Attorney:
A Healthcare Power of Attorney (HCPOA) is a legal form that allows an individual to empower another individual (an Agent) to make decisions regarding his or her healthcare and medical treatment. The Healthcare Power of Attorney becomes active when a person is unable to make decisions or consciously communicate intentions regarding treatments. This form also gives an individual the ability to stipulate how they are to be treated in the event that they become incapacitated. Get Started

Property Power of Attorney:
The Property Power of Attorney is a form that gives an individual of your choice the ability to manage and access your property and accounts in the event you are unable to do so yourself. Get Started