Estate Planning Templates
Documents:
590
This Form is used for reporting funeral expenses and administrative costs in Pennsylvania.
PDF 
Word
This form is used for providing beneficiary information in North Dakota.
This Form is used for reporting joint and survivorship assets in the state of Ohio.
This type of document is used for recording transfers of property made by the decedent while they were still alive in the state of Ohio.
This document for granting powers of appointment in the state of Ohio.
This form is used for reconciling marital deductions in the state of Ohio.
This form is used for notifying creditors and other parties in interest about an important matter.
This form is used for notifying individuals in California about proposed actions and obtaining their consent or objection.
This form is used for waiving the notice of proposed action in California. It allows individuals to give up their right to receive advance notice of any action that would affect their rights or interests in an estate or trust.
This form is used for filing a creditor's claim in the state of California.
This Form is used for requesting an order for probate in California.
This document is used as an attachment for Form DE-161 (GC-041) in California. It is used to provide an inventory and appraisal of assets.
This document allows individuals in California to designate a custodian for a minor under the California Uniform Transfers to Minors Act.
This Form is used for requesting the closure of a formal estate in Alaska and obtaining approval for the distribution of assets.
This document is used to request a copy of a deposited will in the state of Alaska.
This form is used for attaching a trustee to a legal document in the state of Arizona.
This form is used for notifying the court about the death of a conservatee in California. It is required to inform the court to take necessary actions concerning the conservatorship.
This Form is used for filing a petition for probate in the state of California. It allows individuals to request the court to appoint them as the executor or administrator of a deceased person's estate.
This Form is used for filing a Small Estate Affidavit in the state of Illinois. It is used when the value of the deceased person's estate is less than a certain threshold and allows for a simplified probate process.
This form is used for reporting additional information about a death that occurred in the state of Georgia. It is used to supplement the initial death report.
This form is used for creating a statement of trust in the state of Illinois. It is used to establish a legal agreement between a trustee and a beneficiary, outlining the terms and conditions of the trust.
This form is used for sending a notice letter to a relative in the state of Kansas. It is typically used to inform family members about important matters or events.
This document reports the death of a party involved in a legal matter in the state of Kansas. It is used to inform the court and other parties of the deceased's passing.
This form is used for applying for letters of guardianship in the state of Maine.
This form is used for authorizing the release of a will that is held for safekeeping in the state of Michigan.
This Form is used for obtaining Letters of Authority as a Personal Representative in the state of Michigan. It grants the individual the legal authority to act on behalf of a deceased person's estate.
This form is used for filing a petition and order for assignment in the state of Michigan. It is typically used when someone wants to assign their property or assets to pay off debts or settle a legal matter.
This Form is used for selecting your homestead allowance and exempt property in the state of Michigan. It ensures that certain assets are protected from creditors during bankruptcy proceedings.
This Form is used for accepting the appointment as a guardian in Nebraska when there is no authority over the estate of the ward.
