Estate Planning Forms

Sample Estate Planning Forms:

• Sample Basic Will - Annotated - Wills are not “one-size-fits-all” but this is what a basic will might look like.
• Sample Health Care Power of Attorney - Template for writing a health care power of attorney form, which often accompanies a living will.
• Sample Living Will - General template to help you write a living will.
• Sample Living Will Directive to Physicians - Template for writing a directive to physicians asking that your life not be artificially prolonged.
• Sample Living Will With Designation of Surrogate Template for designating a surrogate to speak on your behalf after an end-of-life directive.

More Estate Planning Tools:

• Estate Planning Checklist - More than just a fill-in-the-blank questionnaire, this form helps you organize your personal and financial information. Take it with you when meeting with an estate planning lawyer.
• Checklist: Reasons to Update Your Will/Estate Plan - Events such as births, deaths and divorce can be reasons enough to update your will.
• Checklist: The Estate Executor's Role - Learn the important tasks and responsibilities an executor must do on behalf of a deceased person’s estate.
• Case Intake Questionnaire: Estate Planning Gathering information before meeting with your attorney can save lots of time. Use this as a guide to collect necessary estate information.
• Case Intake Questionnaire: Probate - Use this handy form to fill in information about the deceased and the deceased's assets and liabilities before meeting with a probate attorney.