Estate Planning Templates

This type of form is used in Illinois and refers to a formal document that gives legal heirs of the deceased individual the right to distribute the latter's assets without having to appear in court.

This document is a standardized form for creating a will in the state of California. It is prescribed by the California Probate Code, Section 6240.

This Form is used for creating an inventory of assets and possessions for estate planning purposes.

This document is a template for a genealogical codicil to a last will and testament. It is used to make changes or additions to the will regarding family relationships and inheritances.

This type of document is used for ensuring the transfer of real property in Montana to a designated beneficiary upon the owner's death.

This document is a template for a questionnaire that helps gather the necessary information when creating a last will and testament.

This document is used for creating a legally binding will that outlines how a person's assets and property should be distributed after their death. It allows individuals to specify their wishes regarding guardianship of minor children, funeral arrangements, and the appointment of an executor.

This form is used to gather information needed for creating a will, including details about assets, beneficiaries, and executor preferences.

This document is a template for creating a trust agreement. A trust agreement is a legal document that specifies how assets should be managed and distributed to beneficiaries. Use this template as a starting point to create your own trust agreement.

This type of document is used to modify or make changes to an existing will. It allows the testator to update their wishes regarding the distribution of their assets, appointment of executors, or other provisions outlined in the will.

This document is used for collecting property, possessions, and accounts of a deceased person in Idaho when the estate is small.

This Form is used for designating beneficiaries for the transfer of assets upon the death of the owner. It allows for the transfer of property without the need for probate.

This document is a report filed in New York when an estate has not been fully distributed. It is required by the New York State regulations (22 NYCRR 207.42).

This form is used for designating beneficiaries for a retirement plan, life insurance policy, or other types of financial accounts.

This form is used for filing a petition to request the grant of letters in the state of Pennsylvania. It is required for processing legal matters related to the administration of a decedent's estate.

This Form is used for declaring the surviving joint tenant of a property after the death of a co-owner. It serves as a legal document for transferring ownership rights.

This form is used for declaring the assets and debts of a deceased individual in New York when their estate is small.

This Form is used for revoking a designated beneficiary agreement in the City and County of Denver, Colorado.

This form is used for completing a survivorship affidavit in the state of Utah. It is used to transfer ownership of property from a deceased individual to one or more surviving co-owners.

This form is used for reporting transfers made by the deceased person during their lifetime for the purpose of calculating inheritance tax in Tennessee.

This form is used for nominating beneficiaries in South Africa. It allows individuals to specify who will receive their assets or benefits after their death.

This form is used for applying to release the Connecticut estate tax lien for estates of deceased individuals who passed away on or after January 1, 2005.

This form is used to designate a beneficiary for your Thrift Savings Plan (TSP) account in case of your death.

This form is used for providing information about beneficiaries who acquire property from a deceased person.

This is a supplementary form the executor of the decedent's estate must file to elaborate on the insurance policy the deceased person obtained before passing.

This document is a template for a deposit agreement used in the event of a grantor's death to deliver a deed to the designated recipient.

This document is a template for tracking beneficiaries for Bourke Wealth Management clients.

This form is used for transferring inheritance tax for non-resident decedents in New Jersey.

This form is used for renouncing the rights to serve as successor executor of a will and waiving the need for formal legal process. It is specific to individuals in the state of New York.

This form is used for a probate proceeding checklist in New York. It helps to ensure that all necessary steps are completed during the probate process.

This Form is used for petitioning for ancillary letters of administration as per SCPA Article 16 in New York.

This form is used for reporting and paying inheritance tax for residents of New Jersey.