Forms for Planning Your Estate

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

Free

Healthcare Power of Attorney

Name someone to make medical decisions if you can't.

Get Started
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.

Get Started
Free

Financial Power of Attorney

Name someone to manage your finances if you can't.

Get Started
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.

Get Started
Free

Lady Bird Deed

Keep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.

Get Started
Free

Living Will

State in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.

Get Started
Free

Last Will and Testament

Name your heirs, guardians, and final wishes. Free for every state.

Get Started
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.

Get Started

All forms

Tools for Planning Your Estate

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

Do I Need a TOD Deed?

Find out if a transfer on death deed can keep your property out of probate.

Get the Answer

Do I Need a Vehicle TOD?

Find out if you can name a beneficiary on your vehicle title to skip probate.

Get the Answer

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.

Calculate the Tax

What Does Estate Planning Actually Cost?

Compare costs across estate planning providers including online services and attorneys.

Calculate Costs

How Much Life Insurance Do I Need?

Calculate your life insurance needs based on income, debts, and family situation.

Calculate the Amount

Are My Beneficiary Designations Protected?

Check how divorce, creditors, and state laws affect your beneficiary designations.

Get the Answer

How Do I Sign Estate Documents?

Find witness, notary, and remote signing requirements for all 50 states.

Check the Rules

Will My Estate Documents Transfer?

Check if estate planning documents signed in one state are valid in another.

Get the Answer

All tools