Estate Planning
Start with the building blocks of a solid estate plan—from key legal terms to choosing fiduciaries—so you can protect your loved ones and your assets with confidence.”
Forms for Planning Your Estate
Free forms for planning your estate: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
Free
Last Will and Testament
Name your heirs, guardians, and final wishes. Free for every state.
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Free
Codicil to a Will
Add, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.
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Free
HIPAA Release
Name who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.
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Free
Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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Tools for Planning Your Estate
Free tools for planning your estate: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Much Is the Federal Gift Tax?
Whether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.
Check a Gift
What Does Estate Planning Actually Cost?
Compare costs across estate planning providers including online services and attorneys.
Compare Costs
How Much Life Insurance Do I Need?
Calculate your life insurance needs based on income, debts, and family situation.
Use Calculator
Are My Beneficiary Designations Protected?
Check how divorce, creditors, and state laws affect your beneficiary designations.
Check Now
How Much Does Probate Cost?
Estimate attorney fees, executor fees, court costs, and timeline for probating an estate.
Use Calculator
Who Inherits Without a Will?
Find out who inherits your estate and how much they get if you die without a will.
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Related Articles
Trust FAQs
Understand what really happens after someone passes away, how probate works in plain English, and the practical steps families can take to streamline the process.
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Life Stages
Major life events—marriage, a new baby, buying a home—change your estate-planning needs overnight. Follow our step-by-step guides to keep your plan current at every milestone.
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Trusts and Wills
Compare trusts, wills, and other transfer tools side-by-side, learn when each document makes sense, and see real-world examples that demystify the legal jargon.
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