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New Home
How to put your house in a revocable trust: the deed you record, what it does to your mortgage and property taxes, and when a TOD deed is simpler.
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Retirement
Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.
Learn moreForms for Planning Your Estate in District of Columbia
Free forms for planning your estate in the District of Columbia: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form.
Healthcare Power of Attorney
District of Columbia requires 2DC Code § 21-2207Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not requiredDC Code § 21-2207Verified Oct 15, 2026View source.
HIPAA Release
In the District of Columbia, a HIPAA release names who may receive your records; the state regulates HIV/AIDS-related information and mental health recordsD.C. Code § 7-1605 (last amended D.C. Law 24-170, § 2, eff. Sept. 21, 2022); D.C. Code § 7-1202.01; § 7-1202.02(a)(5); § 7-1201.01 (definition of "client representative")Verified Jun 20, 2026View source above the federal rule, and the document carries each rule.
Financial Power of Attorney
District of Columbia treats a power of attorney as durable by defaultD.C. Code §§ 21-2601.04, 21-2601.05, 21-2601.06, 21-2601.09, 21-2601.13, 21-2601.14, 21-2601.19, 21-2601.20, 21-2602.01, 21-2602.17, 21-2603.01, 21-2603.03Verified Oct 21, 2026View source, and it is signed before a notaryD.C. Code §§ 21-2601.04, 21-2601.05, 21-2601.06, 21-2601.09, 21-2601.13, 21-2601.14, 21-2601.19, 21-2601.20, 21-2602.01, 21-2602.17, 21-2603.01, 21-2603.03Verified Oct 21, 2026View source.
Vehicle Transfer on Death
District of Columbia allows a transfer-on-death beneficiary designation on a vehicle title18 DCMR § 402.2(b)Verified Oct 21, 2026View source, filed through the District of Columbia Department of Motor Vehicles (DC DMV) using Form DCDMV-ADD-BEN-001.
Living Will
In the District of Columbia, the living will is the DeclarationD.C. Code Title 7, Ch. 6, Subch. II (Natural Death Act of 1981, D.C. Law 4-69), §§ 7-621 to 7-630Verified Sep 27, 2026View source, a document of its own, apart from the healthcare power of attorney.
Last Will and Testament
In the District of Columbia, a will is signed before 2D.C. Code § 18-103Verified Oct 18, 2026View source witnesses, and the witnesses sign an affidavit at probate instead of a self-proving affidavitD.C. Code § 18-103Verified Oct 18, 2026View source.
Tools for Planning Your Estate in District of Columbia
Free tools for planning your estate in the District of Columbia: will and trust costs, trust or TOD deed, and the signing rules. Run each tool.
Do I Need a TOD Deed?
District of Columbia authorizes transfer on death deedsD.C. Code 19-604.01 to 19-604.19Verified Oct 17, 2026View source: a recorded, revocable deed that passes real property at death outside probate.
Do I Need a Vehicle TOD?
District of Columbia allows a transfer-on-death beneficiary designation on a vehicle title18 DCMR § 402.2(b)Verified Oct 21, 2026View source, filed through the District of Columbia Department of Motor Vehicles (DC DMV) using Form DCDMV-ADD-BEN-001.
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.
What Does Estate Planning Actually Cost?
An attorney-prepared revocable trust in the District of Columbia runs $3,820Estimate: 10 hours at $382, Clio's District of Columbia Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $5,730Estimate: 15 hours at $382, Clio's District of Columbia Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,041Estimate: 3 hours at $347, Clio's District of Columbia Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,082Estimate: 6 hours at $347, Clio's District of Columbia 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.
How Much Life Insurance Do I Need?
In the District of Columbia, four years at a public university cost about $24,608NCES 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 10% above the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; the state levies an estate taxD.C. Code § 47-3702Verified Sep 15, 2026View source above $4,988,400D.C. Code § 47-3702Verified Sep 15, 2026View source.
Are My Beneficiary Designations Protected?
District of Columbia does not revoke an ex-spouse as beneficiary at divorceNoneVerified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.
How Do I Sign Estate Documents?
In the District of Columbia, a will is signed before 2D.C. Code § 18-103Verified Oct 18, 2026View source witnesses, and notarization is not requiredD.C. Code § 18-103Verified Oct 18, 2026View source.
Will My Estate Documents Transfer?
District of Columbia has no statute recognizing a will by the law of the place where it was signedD.C. Code §§ 18-103, 18-702Verified Oct 18, 2026View source, so a will used here is tested against its own rule: 2D.C. Code § 18-103Verified Oct 18, 2026View source witnesses, and notarization is not requiredD.C. Code § 18-103Verified Oct 18, 2026View source.
District of Columbia Estate Planning Resources
In-depth guides covering District of Columbia probate laws, trust requirements, and estate planning strategies.
