Indiana Estate Planning Forms - Estate Planning Forms

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Indiana Personal Planning Package - Last Will, POA, Living Will, etc. Sample Will Indiana

Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.

Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.

Personal Planning Package

Personal Planning Package

Get this package and save over 60% off of the forms ordered individually. Last Will, Power of Attorney and More!
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Indiana Living Trust Package Estate Indiana

This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.

Indiana Last Will Sample Estate Planning Documents

If you only need a Will, please use the Indiana Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons

Estate Planning Online Will Indiana

What is estate planning? 

The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..

What type of estate planning do I need? 

Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.


Indiana Power of Attorney Documents

In Indiana, a Power of Attorney document is a legal tool that allows a person, known as the principal, to choose someone they trust, called the agent, to act on their behalf. These documents are often used when someone is unable to make decisions for themselves due to incapacity or illness. The Power of Attorney document gives the agent the authority to make financial, legal, and healthcare decisions for the principal. It is important to carefully consider who you choose as your agent and to make sure the document is properly executed, as it grants significant powers and responsibilities to the chosen individual.


Indiana BMV Power of Attorney

The Indiana BMV Power of Attorney is a legal document in Indiana that allows you to appoint someone you trust to act on your behalf regarding motor vehicle matters. This means that if you are unable to handle these matters yourself, such as due to illness or absence, your appointed representative can step in and handle things for you. For example, they can go to the BMV and renew your driver's license or register your vehicle. It's important to choose someone reliable, as they will have the authority to make decisions on your behalf.


Indiana Department of Revenue Power of Attorney

The Indiana Department of Revenue Power of Attorney is a legal document that allows an individual or organization to appoint someone else to act on their behalf regarding tax matters in the state of Indiana. This person, known as the representative, can deal with the Department of Revenue, answer inquiries, sign documents, and review confidential taxpayer information. The Power of Attorney is a way to authorize someone to handle tax-related tasks, such as filing returns, making payments, and resolving disputes, so that the taxpayer doesn't have to handle these responsibilities on their own. It grants the representative the power to advocate for the taxpayer's interests and help ensure compliance with Indiana tax laws.


How to Get Power of Attorney in Indiana

Getting power of attorney in Indiana is a process that allows one person to make legal decisions on behalf of another person. To start, you need to identify the person you want to grant power of attorney to, who is called the "principal." Next, you must choose someone you trust to be the "attorney-in-fact" or the person who will make decisions for the principal. Then, both parties must fill out a power of attorney form, which can be obtained from the Indiana State Court website. Once the form is completed, it must be signed and notarized by a certified notary public. Finally, the signed and notarized form should be kept safe and a copy should be given to all parties involved.


Indiana POA Requirements

In Indiana, to set up a Power of Attorney (POA), you need to follow certain requirements. A POA is a legal document that appoints someone, known as an agent, to make decisions for you if you become unable to do so. To create a valid POA in Indiana, you must be at least 18 years old and of sound mind. You must also sign the document in the presence of a Notary Public or two competent witnesses. Additionally, the witnesses should not be the agent or related to the agent by blood, marriage, or adoption. Following these requirements will ensure that your POA is legally binding and will give your agent the authority to act on your behalf if needed.