Get Estate Planning Forms

Completing estate planning forms online can seem overwhelming, but with a clear, step-by-step approach, you can ensure that your information is accurately captured. This guide is designed to assist you in filling out the Estate Planning Forms with confidence and clarity.

Follow the steps to successfully complete your estate planning forms.

1. Click ‘Get Form’ button to obtain the form and open it in your editor of choice.
2. Begin by filling in your last name and your spouse's last name. Include your first name, middle name, and any suffix like Jr. or Sr. Provide the name you prefer to be called, as well as your date of birth and social security number.
3. Next, enter your occupation and your spouse's occupation along with their respective places of employment.
4. Fill in your home address, city, state, and ZIP code. Ensure that the county of residence and both home and cell phone numbers are accurately recorded.
5. Input your email address and provide information about your children. List the number of grandchildren, along with their names and dates of birth.
6. Indicate whether any children have mental or health-related impairments and specify if this is the first marriage for both partners. Clarify the status of any children from prior relationships.
7. Continue by addressing questions regarding potential future children and citizenship status for both partners. Confirm whether any pre/postnuptial agreements are in effect.
8. Provide details about other beneficiaries who may receive a portion of your estate, including their names and relationships to you.
9. List your asset information along with their approximate values, including life insurance, real estate, stocks, and any other relevant financial details.
10. Specify who you wish to designate as the personal representative or trustee of your estate, including names and relationships.
11. Decide if your entire estate should go to your spouse, and detail how the remaining estate should be distributed upon the surviving spouse's death.
12. Consider adding a burial or cremation clause to your will if desired.
13. If applicable, name guardians for your children and list their contact details.
14. Designate agents for your business power of attorney and your health care surrogate, providing their contact information.
15. Lastly, determine if you would like a living will included with your health care surrogate and where you plan to keep your original documents.
16. After completing the form, review all entries for accuracy. You can then save your changes, download, print, or share the completed form as needed.

Start filling out your estate planning forms online today to ensure your wishes are clearly documented.