Forms for Planning Your Estate in South Carolina

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

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Healthcare Power of Attorney

South Carolina requires 2S.C. Code Ann. § 62-5-504Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not required.

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HIPAA Release

In South Carolina, a HIPAA release names who may receive your records; the state regulates mental health records and substance abuse treatment recordsS.C. Code § 44-22-100(A) (Verified 2026-06-22); S.C. Code § 44-22-100(A) (SC unified mental-health / alcohol-and-drug-abuse confidentiality scheme — covers substance abuse patient records jointly with mental health under Title 44 Ch. 22) (Verified 2026-06-22)Verified Jun 22, 2026View source above the federal rule, and the document carries each rule.

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Financial Power of Attorney

South Carolina treats a power of attorney as durable by defaultS.C. Code § 62-8-101 et seq.Verified Sep 20, 2026View source, and it is signed before 2 witnesses and a notary.

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Vehicle Transfer on Death

South Carolina allows a transfer-on-death beneficiary designation on a vehicle titleS.C. Code Ann. 62-6-401Verified Oct 21, 2026View source, filed through the South Carolina Department of Motor Vehicles (SCDMV) using Form TOD-1.

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Last Will and Testament

In South Carolina, a will is signed before 2S.C. Code § 62-2-502Verified Oct 19, 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 South Carolina, a codicil is signed before 2S.C. Code § 62-2-502Verified Oct 19, 2026View source witnesses, like a will, and the self-proving affidavit signed with it lets the court admit it without witness testimonyS.C. Code § 62-2-503Verified Oct 25, 2026View source.

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Tools for Planning Your Estate in South Carolina

Free tools for planning your estate in South Carolina: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for South Carolina.

Do I Need a TOD Deed?

South Carolina 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?

South Carolina allows a transfer-on-death beneficiary designation on a vehicle titleS.C. Code Ann. 62-6-401Verified Oct 21, 2026View source, filed through the South Carolina Department of Motor Vehicles (SCDMV) using Form TOD-1.

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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 South Carolina runs $4,150Estimate: 10 hours at $415, Clio's South Carolina Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,225Estimate: 15 hours at $415, Clio's South Carolina Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,122Estimate: 3 hours at $374, Clio's South Carolina Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,244Estimate: 6 hours at $374, Clio's South Carolina 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 South Carolina, four years at a public university cost about $96,888NCES 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 6% 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. S.C. Code Ann. § 12-16-510(A) still imposes an estate tax "in the amount of the federal credit," but § 12-16-20(2) measures that credit by IRC § 2011, which EGTRRA (P.L. 107-16 § 532) phased out for deaths after 12/31/2004 — so the levy computes to $0 (an inert pick-up tax left on the books, never repealed). SCDOR: "South Carolina has no Estate Tax for decedents dying on or after January 1, 2005." No inheritance tax and no state gift tax (neither exists in Title 12).Verified Sep 15, 2026View source.

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Are My Beneficiary Designations Protected?

South Carolina automatically revokes an ex-spouse as beneficiary at divorceS.C. Code Ann. § 62-2-507Verified 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 South Carolina, a will is signed before 2S.C. Code § 62-2-502Verified Oct 19, 2026View source witnesses, and notarization is not required.

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Will My Estate Documents Transfer?

South Carolina recognizes a will signed under the law of the place where it was signedS.C. Code § 62-2-505Verified Oct 19, 2026View source; a will signed in South Carolina itself needs 2S.C. Code § 62-2-502Verified Oct 19, 2026View source witnesses, and notarization is not required.

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South Carolina Estate Planning Resources

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