Estate Planning Templates

This document is used for filing an Affidavit of Notice to Creditors in North Carolina. It is available in both English and Vietnamese languages.

This is a fiscal statement prepared by a person or organization to tell the government about the fiduciary arrangement that was formed with them serving as a fiduciary.

This Form is used for designating a beneficiary for certain assets or benefits in the state of Iowa.

This form is used for accepting the appointment as a personal representative and taking an oath by an individual in the state of Minnesota.

This document is used in North Carolina for filing an affidavit to document the collection, disbursement, and distribution of assets.

This Form is used for providing an inventory of assets in a deceased person's estate in North Carolina. It is available in both English and Vietnamese.

This Form is used for filing an Inheritance Affidavit in the state of Oregon. It is a legal document required to claim inheritance rights in certain situations.

This form is used for inventory and appraisal purposes in California.

This form is used for the Medicaid Estate Recovery Program in Texas. It is a worksheet that helps determine the amount of money owed to Medicaid from the estate of an individual who received Medicaid benefits.

This form is used for declaring authority to act on behalf of an estate in Canada.

This Form is used for applying to transmit assets as a personal representative in Queensland, Australia.

This document is used for reconciling the marital deduction in Ohio for tax purposes.

This form is used for applying for a Transfer on Death (TOD) Notice in Oklahoma.

This form is used for revoking a Transfer on Death Deed in the state of Alaska. It allows the property owner to cancel the automatic transfer of the property to a designated beneficiary upon their death.

This Form is used for creating a transfer on death deed in Alaska. It allows the owner of real property to transfer ownership of the property to designated beneficiaries upon their death.

This form is used for transferring property in California without going through the probate process. It is a certificate that allows the transfer of real estate to beneficiaries of a deceased person.