Forms for Planning Your Estate in Alabama

Free forms for planning your estate in Alabama: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for Alabama.

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Healthcare Power of Attorney

Alabama requires 2Ala. Code § 22-8A-4(h)Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not required.

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HIPAA Release

In Alabama, a HIPAA release names who may receive your records; the state regulates HIV/AIDS-related informationAla. Code § 22-11A-22 (Acts 1987, No. 87-574, p. 904, § 22); see also § 22-11A-54 (facility confidentiality duty)Verified Jun 22, 2026View source above the federal rule, and the document carries each rule.

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Financial Power of Attorney

Alabama treats a power of attorney as durable by defaultAla. Code § 26-1A-101 et seq. (esp. §§ 26-1A-104, -105, -106, -107, -109, -113, -119, -201, -217, -301); § 26-1-1 (age of majority); § 35-4-28 (recording); §§ 19-1A-9, -10 (digital assets)Verified Sep 18, 2026View source, and it is signed with no witness or notary requirement.

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Last Will and Testament

In Alabama, a will is signed before 2Ala. Code § 43-8-131Verified Oct 18, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimony.

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Codicil to a Will

In Alabama, a codicil is signed before 2Ala. Code § 43-8-131Verified Oct 18, 2026View source witnesses, like a will, and the self-proving affidavit signed with it lets the court admit it without witness testimonyAla. Code §§ 43-8-1(34), 43-8-132Verified Oct 25, 2026View source.

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Tools for Planning Your Estate in Alabama

Free tools for planning your estate in Alabama: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for Alabama and read its answer.

Do I Need a TOD Deed?

Alabama does not authorize transfer on death deeds; sole-name real property goes through probate, at least 6 months for a simple estate, unless held in a trust or with a right of survivorship.

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Do I Need a Vehicle TOD?

Alabama does not offer a transfer-on-death designation on a vehicle title; a vehicle passes by will, trust, joint title, or probate.

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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.

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What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Alabama runs $3,840Estimate: 10 hours at $384, Clio's Alabama Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $5,760Estimate: 15 hours at $384, Clio's Alabama Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $834Estimate: 3 hours at $278, Clio's Alabama Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $1,668Estimate: 6 hours at $278, Clio's Alabama Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.

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How Much Life Insurance Do I Need?

In Alabama, four years at a public university cost about $88,816NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is 11% below the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; no state estate or inheritance tax appliesNo state estate or inheritance tax. The Ala. Code Title 40, Ch. 15 estate tax (§ 40-15-2) is a federal-credit "pickup" tax — still codified, but levied "only ... to the extent of absorbing" the federal state death tax credit, so it has computed to $0 since Congress eliminated that credit. Alabama has no separate inheritance tax and no gift tax, and the Alabama Department of Revenue confirms estates with a date of death after Dec. 31, 2004 are not required to file.Verified Sep 15, 2026View source.

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Are My Beneficiary Designations Protected?

Alabama automatically revokes an ex-spouse as beneficiary at divorceAla. Code § 30-4-17Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.

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How Do I Sign Estate Documents?

In Alabama, a will is signed before 2Ala. Code § 43-8-131Verified Oct 18, 2026View source witnesses, and notarization is not required.

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Will My Estate Documents Transfer?

Alabama recognizes a will signed under the law of the place where it was signedAla. Code § 43-8-135Verified Oct 18, 2026View source; a will signed in Alabama itself needs 2Ala. Code § 43-8-131Verified Oct 18, 2026View source witnesses, and notarization is not required.

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Alabama Estate Planning Resources

In-depth guides covering Alabama probate laws, trust requirements, and estate planning strategies.