Free Estate Planning Forms

Pennyborn.com

Estate Planning

Financial Decisions

Title to Property

Social Security Benefits

Domestic Partners

For Women

State Laws

Newsworthy Cases

Estate Plan Tips & FAQs

Glossary of Terms A-G

Glossary of Terms H-N

Glossary of Terms O-Z

Unequal Shares

Dying Without a Will

Wills & Trusts

Types of Wills

Living Trusts

Other Types of Trusts

Trust Law

Fatal Errors in Execution

Codicils/Amendments

Inheritances

Will & Trust Disputes

Disinheriting an Heir

Community Property

Change My Will

Specific Bequests

Making Specific Bequests

Medical Decisions

Living Wills

Health Care POA

Medical Decision Laws

Terminal Illness

Right to Die

DNR Orders

Advance Directives

Children

Guardianship

Single Parents

Blended Families

Special Needs Trusts

College Funds

Medicaid for Children

Gifts to Minors UTMA

Adopted Children

NonMarital Children

Dependent Adult Child

Child Guardian Letter

Lump Sum Inheritance

Estate Taxes

Gifts and Gifting

Charitable Giving

The Marital Deduction

Find a Tax Professional

Generation Skipping Tax

Inheritance Tax

Estate Tax Info

Pets

Pet Trusts

Pet Retirement Homes

The Law on Pet Trusts

Funding Pet Trusts

Letter to Pet Guardian

Pet Owners Estate Plan

Pet Trust Info

Memorial Preferences

Funerals & Services

Cremation

Burial Options

Funeral/Burial Expenses

Organ Donation

Disposition of Remains

Funeral PrePaying

Write an Epitaph

List of Epitaphs

Burial Assistance

Write Last Wishes Letter

Life Insurance

Types of Policies

Viatical Settlements

Insurance Companies

Life Insurance Trusts

On Adult Children

Financial Planning

IRA's & Your Estate Plan

401K's & Your Estate Plan

Annuities & Your Estate

Find a Financial Planner

Long-Term Care Insurance

LTC Policy Fine Print

Inherited IRA's

Charitable Gift Annuities

Small Business

Types of Entities

Shareholders Agreements

Business Succession Plans

Selling the Business

Need for Liquidity

Probate

Probate of Small Estates

Probate an Estate

Probate Questions

Probate Lawyer

Executor Bonds

Free Probate Guide

Estate Administration

For Executors

Executor Checklist

Executor Powers

Creditor Claims

Estate Property Form

Tax Returns Due

Safe Deposit Boxes

File Will of Deceased

Death Certificate

Issues facing Seniors

Tips for Seniors

Info for BabyBoomers

Long Term Care

Assisted Living

Medicaid Planning

Dementia & Wills

Funerals and Medicaid

Books & Software

Estate Planning Books

Software

Will & Trust Books

Books About Probate

Funeral Planning Books

Medicaid Planning Books

Books for Trustees

Living Will Books

IRA 401k & Annuity Books

Estate Tax Books

Long Term Care Books

Last Wishes Planners

Free Estate Planning

Free Estate Plan Forms

Last Wishes

Estate Plan Coversheet

Estate Planning Worksheet

Pet Guardian Form

Contesting a Will

Holographic Wills

Undue Influence

Proving Undue Influence

More About Trusts

QTIP Trusts

CharitableRemainderTrusts

PowerofAppointment Trusts

Spendthrift Trusts

Dynasty Trusts

Minor's Trust

Crummey Trusts

Irrevocable Trusts

Terminate a Trust

Guide to Living Trusts

Benefits of Living Trusts

Living Trust Checklist

Living Trust Property

Revoke Living Trust

Forms for Trustees

For Successor Trustees

Trust Administration

For Trustees

Trustee Checklist

Living Trust Accounting

Trust Accounting

Open Trust Account

Administer a Trust

How to End a Trust

Trust Law Sources

Spouses & Partners

Spousal Share

Partner's Share

Joint Wills

Required to File Will

Disinherit-a-Spouse

Title-Property-Disinherit

Legacy Planning

Unwanted Pets

Animal Charities

Non-Probate Transfers

Pay on Death Accounts

Transfer on Death

Funeral Planning Guide

Best Funeral Songs

Last Wishes Letter

How to Plan Your Funeral

Greedy Heirs

Adult Child's Inheritance

Protecting Parents From

Greedy Siblings

Estate Planning Questions

Safe Deposit Box

Leave Stock in Your Will

Questions-About-POAs

Why Leave Last Wishes

Heirs and Beneficiaries

Debts Owed to Deceased

 
Best Value in Estate Planning Software
The best value in estate planning software is Quicken Willmaker Plus 2012. This do it yourself software allows you to make a will, living will, power of attorney for finances, and other estate planning documents. If you want to name a guardian for minor children, leave instructions for final arrangements, name a caregiver for pets, and leave other instructions for handling your estate, Quicken Willmaker Plus 2012 allows you to create the necessary documents in the privacy of your own home. It includes many estate planning forms such as a last will, advance health directive, financial power of attorney, and executor checklist.

Quicken Willmaker Plus 2012 received extremely positive reviews from users. While there are other software packages available for making wills and other estate planning documents, it is the preferred choice. If you are going on a trip or need to make your estate planning documents today for any reason, Quicken Willmaker Plus 2012 is available for immediate download.

When using Quicken Willmaker Plus 2012 to make estate planning documents, the book Plan Your Estate, is an excellent reference guide. It provides essential estate planning information, such as examples of different estate plans, guidance on how to handle specific estate planning issues, estate tax information, etc. Plan Your Estate is also available for Kindle.

Before making any changes to your estate plan, consult an attorney licensed in your state. There are many reasons why using an estate planning lawyer is preferable to making your own will, living trust or power of attorney. Even if you plan to prepare your own documents, talk with an attorney first about your unique circumstances so you are informed about important legal issues that may impact your estate plan or have serious ramifications for your heirs and beneficiaries. See finding an attorney.
Living Trust Software
If you want to prepare your own form of revocable living trust, the Living Trust Maker is the preferred software. For anyone on a tight budget, it provides the forms necessary to create a living trust for less than $100.00.

The Living Trust Maker can be used to create a living trust whether you are married or single. If you have minor children, you can include provisions for subtrusts to hold property for children. If you need to change your living trust, this software provides the forms needed to revoke the old trust and make a new living trust.

If you plan to use this software to make a living trust, it is best to review a guide to living trusts first. Make Your Own Living Trust, by attorney Denis Clifford, is an excellent book to use in conjunction with any living trust software. It explains important steps you need to take to give effect to your living trust, such as transferring title to property to the trust, also known as funding the trust. If you execute a living trust document but do not properly transfer title to your assets, the property in your estate will pass through probate, not according to the terms of your living trust. This is a critical step often missed by people who make a living trust without an attorney.

Another key step covered in Make Your Own Living Trust is how to make a backup will or pour over will. This is a type of will used by individuals who have a living trust. Your will should be consistent with the plan of distribution outlined in your living trust.

Before making a living trust, do your research to ensure you need one. While a living trust may be an excellent way for you to avoid probate and protect the privacy of your family, there may be other estate planning methods better suited to your specific objectives. Review a comprehensive living trust guide, such as Make Your Own Living Trust, and consult an estate planning lawyer about your unique circumstances before making a living trust.



Quicken Willmaker Plus 2012 allows you to create essential estate planning documents on your computer and take them to a notary for execution. If time is a factor, you can download the software at purchase and complete your will, living will, and power of attorney in one day. Also recommended if cost is a major concern.

Living Trust Maker is a trusted product for creating living trust documents at home. This software should be used with a companion reference guide such as Make Your Own Living Trust.

H & R Block At Home Premium and Business is tax software for preparing tax returns for estates, trusts, and several types of businesses. Features tax calculator for determining cost basis of inherited property and gifted assets. Recommended for executors, trustees, and small business owners.


Site Map 

 

Copyright © 2009-2012 Pennyborn Planning.  All Rights Reserved.  Pennyborn and Pennyborn.com are trademarks of Pennyborn Planning and may not be used without written authorization of the company. No part of the content on this site may be reproduced, copied or distributed without prior written permission of Pennyborn Planning.  INFORMATION ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, IS NOT LEGAL ADVICE.  All content on Pennyborn.com is for educational, informational purposes only. Your use of this site does not create an attorney-client relationship.  We make no representations or warranties regarding the accuracy or completeness of any content or forms displayed on this site.  Do not rely on this site as a substitute for professional advice.  Consult a licensed attorney, tax professional or financial planner.