Virginia Estate Planning Forms
Choose the option that is best for you.
Virginia Personal Planning Package - Last Will, POA, Living Will, etc.
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.
Virginia Living Trust Package
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.
Virginia Last Will
If you only need a Will, please use the Virginia 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?Â
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?Â
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.
Top Questions about Virginia Estate Planning Forms
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What is the best age to start planning for an estate?
The best age to start planning for an estate is whenever you acquire significant assets or start a family. It’s wise to begin using Virginia Estate Planning Forms as soon as you have responsibilities or wishes regarding your estate. Early planning allows you to adapt and update your documents as life changes occur.
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Is estate planning worth it?
Estate planning is worth it as it helps you maintain control over how your assets are distributed. By using Virginia Estate Planning Forms, you can ensure your wishes are honored, save your family from potential legal disputes, and minimize taxes. Ultimately, planning ahead provides peace of mind for you and your loved ones.
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Do I need a lawyer to make a will in VA?
While it is not required to have a lawyer to make a will in Virginia, consulting one can provide valuable guidance. You can create a valid will using Virginia Estate Planning Forms on your own, but a lawyer can help ensure that all legal aspects are covered and that your wishes are properly documented. This can prevent potential disputes and complications later.
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Does the VA offer estate planning services?
Yes, the Virginia government provides resources for estate planning through various agencies. However, these services are often limited and may not cover all aspects of your estate needs. Using Virginia Estate Planning Forms can complement these services and help you create a more comprehensive plan tailored to your situation.
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How to do estate planning yourself?
You can do estate planning yourself by using Virginia Estate Planning Forms available online. Start by gathering your financial information, assets, and wishes for distribution. After that, select the right forms that meet Virginia's legal requirements. Be sure to review and update your plan as needed to keep it current.
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Do you have to file a will with the court in Virginia?
Yes, once a person passes away, their will must be filed with the probate court in Virginia. This filing is essential to initiate the probate process and validate the will. By using Virginia Estate Planning Forms, you can ensure that your will is properly drafted and prepared, which makes the filing process much smoother for your heirs.
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How long do you have to record a will in Virginia?
In Virginia, you must record your will within thirty days of the testator's death. Filing the will promptly helps to avoid complications in the probate process. Utilizing Virginia Estate Planning Forms can streamline this procedure, ensuring that your documents are prepared correctly and submitted on time.
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What makes a will invalid in Virginia?
A will can be deemed invalid in Virginia for several reasons, including lack of proper execution or the absence of required witnesses. Additionally, if the testator (the person who made the will) was not of sound mind or was under undue influence, the will may not hold up in court. Using Virginia Estate Planning Forms can help guide you in creating a legally sound will, ensuring that it meets all necessary criteria.
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Do I have to file an estate tax return in Virginia?
Virginia does not impose a state estate tax, so you generally do not need to file an estate tax return with the state. However, the federal government does require a return if your estate exceeds the federal threshold. To ensure compliance, it is beneficial to utilize comprehensive Virginia Estate Planning Forms that can help you navigate these requirements and simplify the process.
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Do wills have to be filed with the court in Virginia?
In Virginia, you do not have to file your will with the court while you are alive. However, when you pass away, your will must be submitted to the court as part of the probate process. This submission ensures that your estate is settled according to your wishes as outlined in your Virginia Estate Planning Forms. It's wise to have a plan in place so your loved ones can easily find and access your documents.
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