Rhode Island Estate Planning Forms - Estate Planning Rhode Island

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Rhode Island Personal Planning Package - Last Will, POA, Living Will, etc. Estate Planning In Rhode Island

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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Rhode Island Living Trust Package Rhode Island Estate

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.

Rhode Island Last Will Rhode Island Nonprofits Helping With Estate Planning

If you only need a Will, please use the Rhode Island 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

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.


Rhode Island (RI) Power of Attorney Documents

Rhode Island Power of Attorney documents are legal papers that give someone else the power to make decisions on your behalf if you are unable to do so. This person is called your agent or attorney-in-fact. They can manage your finances, make healthcare choices, or handle other important matters according to your wishes. In Rhode Island, the person creating the power of attorney is known as the principal. It's crucial to carefully select a trustworthy agent who will act in your best interest. You should also sign the power of attorney in front of a notary public and have two witnesses present to validate the document. Remember to keep the original document in a safe place and provide copies to your agent and any relevant parties.


How to Get Power of Attorney in Rhode Island (RI)

To acquire power of attorney in Rhode Island (RI), a person must follow a few simple steps. First, the individual seeking power of attorney needs to find the appropriate power of attorney form specific to Rhode Island. This document can typically be found through the Rhode Island judiciary website or seeking legal advice. After obtaining the form, it must be completed accurately, providing the necessary information and identifying the powers to be granted. The document must be signed by the person granting power of attorney (known as the principal) in the presence of a notary public. It is advisable to consult with an attorney to ensure all requirements are met. Once the form is prepared and executed, it is essential to keep the original document in a safe place and provide copies to necessary individuals or institutions as needed.


Rhode Island Power of Attorney Requirements

In Rhode Island, when it comes to granting power of attorney, there are some requirements that need to be met. First, the person granting the power, known as the principal, must be at least 18 years old and mentally competent. The power of attorney document must be signed by the principal in the presence of a notary public, who will then acknowledge the principal's signature. It is important to choose a trustworthy person to act as the agent, or attorney-in-fact, who will be making decisions on behalf of the principal. The agent must also sign the power of attorney document and accept the responsibilities associated with it. Finally, the power of attorney must be recorded at the local land evidence records office to make it legally valid.