Estate Planning Templates

This Form is used for filing a notice of inventory in the state of Wisconsin. It is typically used to provide a list of assets and their values for probate purposes.

This form is used for submitting an Affidavit to Comply with the California Probate Code 13100-13115 in the County of San Mateo, California.

This document is used for outlining the transfer of responsibility from one party to another in Washington. It establishes the rights and obligations of the successors involved.

This document is used for guiding the administrator of an estate in Alabama on how to fill out the Estate Designation Form. It provides instructions and information on the requirements and steps involved in appointing an administrator for an estate.

This checklist is used for post-death lien negotiations in Alabama. It provides a guide for handling liens and negotiating with creditors after a person's death.

This document is for abbreviated probate orders for estates of individuals who passed away between January 1, 1981, and June 30, 1995, in Washington, D.C.

This document is used to notify creditors and appoint a foreign personal representative in Washington, D.C.

This document is used for preparing a request or notice by a trust officer in Washington, D.C.

This document is used for managing the distribution of assets and settling the affairs of a deceased person's estate in Washington, D.C. It applies to individuals who passed away on or after July 1, 1995.

This document is used for consenting to the appointment of a personal representative for the estate of someone who passed away on or after July 1, 1995 in Washington, D.C.

This document is used to notify interested parties about the discovery of a new will and the appointment of a personal representative in Washington, D.C.

This form is used for notifying the death of a beneficiary of a trust in Washington, D.C.

This document is used to request transferring a will to a different jurisdiction in Washington, D.C. It includes an order for the transfer.

This document is a notice to inform interested persons about the filing of an inventory for the estates of individuals who passed away between January 1, 1981, and June 30, 1995, in Washington, D.C.

This document is for waiving the requirement to file inventories and accounts for estates of deceased individuals who passed away on or after July 1, 1995 in Washington, D.C.

This form is used for submitting probate claims in the state of Wisconsin. It provides the necessary information and notice requirements for individuals to file claims against a deceased person's estate.

This form is used for requesting a formal administration order in the state of Wisconsin. It allows you to initiate the probate process for the estate of a deceased person.

This Form is used for revoking a Transfer-On-Death Deed in Washington, D.C. It allows the property owner to cancel the previous transfer designation made through the deed.

This form is used for making changes to the designated beneficiary in West Virginia.

This Form is used for authorizing an agent to act on behalf of a property owner in the City of Davis, California.

This form is used for notifying the refusal to accept a petition for the probate of a will or codicil in Riverside County, California.

This Form is used for filing a petition to set aside probate homestead in Riverside County, California.

This form is used for ordering the appointment of a new probate referee in Sutter County, California. It is a required document in the probate process for determining the value of assets in an estate.

This document is used for transferring property in the state of Arizona when the estate is small. It allows for a simplified process when there is no need for probate court involvement.

This document is used for declaring a successor to a deceased individual in the state of Washington.

This type of form is used in Louisiana and refers to a written statement prepared by the legal heirs of a deceased individual in order to skip the lengthy probate procedure.

This type of template is used in Delaware and allows an heir to successfully claim and inherit an estate that they are legally within their right to collect after the passing of an individual.

This is a legally binding document used in Florida to settle a small estate in the absence of a will.

This is a formal request used in Iowa by the legal heirs of a person that passed away if the latter did not compose a will and their estate is not greater than the maximum amount prescribed by the state.

This is a legally binding document used in Missouri to settle a small estate in the absence of a will.

This type of form is used in Montana and gives permission for an heir to successfully claim and collect an estate that they are legally within their right to do after the original owner of that estate has passed away.

This type of template legally allows an individual to collect a property that they have legally inherited from a decedent in the state of New Jersey.

This document is used for claiming an estate with a low value in the state of Oklahoma. It allows heirs to bypass the probate process for small estates.

This form is used for declaring a small estate in Pennsylvania and avoiding the probate process for smaller estates. It allows the appointed person to distribute the assets of the deceased without going through a lengthy court process.

For residents of Tennessee, this form is a legal document that allows an heir to collect a small estate after an individual has passed away.

This form is used in Texas to apply for prompt distribution of the estate of a person that has passed away.

This Form is used for filing a small estate affidavit in Utah. It is a document that allows the transfer of a deceased person's assets without going through probate.