Estate Planning Templates

This form is used for providing proof of service for a petition related to the determination of descent in the state of Minnesota.

This Form is used for declaring a small estate in Illinois and is typically used when the deceased had minimal assets or property.

This Form is used for making an election to take the elective share of a deceased person's estate in the state of Maryland.

This form is used for electing to take the elective share of an estate in the state of Maryland. It is a legal document that allows a surviving spouse to claim a portion of the deceased spouse's estate, even if they were not included in the will.

This is a formal notification prepared by an executor and sent out to the latter's heirs to inform them about the money and valuable items they are entitled to after the passing of the owner.

This document grants someone the legal authority to act on your behalf in North Carolina.

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

This form is used for notifying the court of the probate of a will in Maryland. It is required for the probate process.

This document is used for securing the performance of a personal representative in Maryland. It serves as a bond to ensure that the personal representative fulfills their duties and responsibilities.

This form is used in Maryland to request a limited order to locate a will. It is used when the location of a deceased person's will is unknown and needs to be found for the purpose of probate.

This document is used in Mississippi for a beneficiary to waive their rights or claims to certain benefits or assets.

This form is used for filing a Notice of Caveat in the state of Maryland. It notifies the court and interested parties of your claim against a pending estate or property.

This document is used for requesting the discharge of personal liability for the personal representative of a Maine estate.

This form is used for notifying interested persons about the appointment of a guardian of the property in Maryland.

This document is for gathering personal financial information in the state of Nevada. It helps individuals to assess their financial situation.

This document certifies that a will has already been executed and attested in the state of North Carolina. It verifies the validity and authenticity of the will.

This form is used for creating a Supplemental Needs Trust in Oklahoma.

This form is used to supplement a petition for probate in Los Angeles County, California. It specifically addresses the character and value of the deceased person's property, specifically item 3c of the original petition.

This document is used for declaring a small estate in San Francisco, California that is valued at less than $150,000. It allows individuals to provide necessary information and request court approval for the distribution of the estate's assets.

This document is used for attesting the witness to a will in Washington, D.C. It is a sworn statement confirming the witness's presence during the signing of the will.

This document is used for informing the authorities in Washington, D.C. about the death of a fiduciary (person responsible for managing someone's estate or trust).

This Form is used for transferring real property in Washington, D.C. to designated beneficiaries upon the owner's death.

This type of document is used for making a claim against the estate of a deceased person in Washington, D.C.

This document is used for obtaining a nominal bond of a personal representative in Washington, D.C. It ensures that the personal representative will fulfill their duties and responsibilities in managing the estate of a deceased person.

This Form is used for notifying individuals of the time to hear an application and the deadline for filing claims in the state of Wisconsin.

This form is used for individuals in Wisconsin to officially transfer their interest in a property through the informal administration process.