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Estate Planning

Organize how your assets, health care, and decisions will be handled including after you die. Use attorney-drafted templates that are fast, clear, and easy to complete.

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Life Documents Planning Package, including Will, Power of Attorney and Living Will

A collection of essential legal forms for planning later stages of life, ensuring your affairs are organized and secure.

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What is Estate Planning?

Estate planning sets instructions for your property, health care, and dependents during life and after death. It helps direct wealth transfer planning and end-of-life planning. Select your state and a subcategory to find the most relevant templates.

Common Estate Planning documents

  • Last Will and Testament — directs distribution of property, names an executor, and can nominate guardians.
  • Revocable Living Trust — manages assets during life, then transfers them to beneficiaries without probate.
  • Irrevocable Trust — shifts ownership for asset protection or tax goals, typically not easily changed.
  • Durable Financial Power of Attorney — authorizes a trusted agent to handle money and property.
  • Health Care Power of Attorney — names an agent to make medical decisions if you cannot.
  • Living Will / Advance Directive — states treatment preferences for serious illness or end-of-life care.
  • Transfer-on-Death registration or deed — passes specific accounts or real estate directly to named beneficiaries.

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Similar documents: key differences

  • Revocable Trust vs. Irrevocable Trust — revocable can be changed; irrevocable generally cannot and shifts ownership.
  • Living Will (Advance Directive) vs. Health Care Power of Attorney — preferences document vs. decision-maker appointment; many use both.
  • Durable POA vs. Springing POA — durable is effective now and survives incapacity; springing starts upon a defined event.
  • Executor vs. Administrator — similar roles handling estates; titles vary based on will presence and court practice.
  • POD/TOD Designation vs. Will Bequest — beneficiary form transfers outside probate; a will controls probate assets.
  • Will vs. Pour-Over Will — standard will distributes assets; pour-over moves unfunded items into a trust at death.

  • Sign only when you have capacity, and follow proper witnessing or notarization for each document type.

  • Witness and notarization rules vary by document; read each form’s signing instructions carefully.

  • Some transfers avoid probate, such as trusts and TOD/POD designations; others pass through probate.

  • Keep beneficiary designations, account titles, and deeds aligned with your will or trust.

  • Fund your trust by retitling assets; an unfunded trust may not achieve its goals.

  • Review after marriage, divorce, births, deaths, moves, or major purchases, and after tax or law changes.

  • Choose fiduciaries who are organized, trustworthy, and able to access digital assets per your instructions.

  • Store originals in a safe, known location, and share access details with fiduciaries or agents.

How to get started

Start in minutes with these steps.

  • Find a template or package that fits your situation and planning goals.
  • Review the description, preview, and signing requirements for witnesses or notarization.
  • Get full access with a subscription for unlimited downloads and edits.
  • Complete the document in the online editor using guided fields and plain language.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature (Premium).

Practical tip

If unsure whether to start with a will or a trust, list your key assets and beneficiaries first; this makes the will-versus-trust decision clearer and keeps wealth transfer planning aligned.

FAQs

Not always. A will controls probate assets. A revocable trust can help manage during incapacity and pass assets outside probate when properly funded.

State default rules decide who inherits, and a court selects fiduciaries. Health and financial decisions may require court involvement if no agent is named.

Check annually, and after major life events or big financial changes. Update beneficiary designations and titles at the same time.

Designations on accounts or insurance usually override will terms. Keep them consistent with your will or trust to ensure inheritance planning works as intended.

Yes. Many appoint separate agents: one for finances, one for medical decisions. Choose people who communicate well.

Glossary

  • Beneficiary — Person or entity receiving property or benefits.
  • Executor/Personal Representative — Person who administers a probate estate.
  • Trustee — Person or entity managing trust assets for beneficiaries.
  • Durable Power of Attorney — Authority that continues if you become incapacitated.
  • Health Care Power of Attorney — Agent authorized to make medical decisions.
  • Living Will — Written medical treatment preferences for serious illness.
  • Revocable Trust — Changeable trust for management and probate avoidance.
  • Irrevocable Trust — Hard-to-change trust that shifts asset ownership.
  • Pour-Over Will — Will directing unfunded assets into a trust at death.
  • Probate — Court process to validate wills and transfer property.

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