To help you get started on your estate plan, Pennyborn.com offers free estate planning forms. Our forms are in PDF format. Review each form carefully and make any necessary changes. Consult an attorney before signing any estate planning documents.
Last Wishes Planner
Our Last Wishes Planner allows you to outline your preferences for final arrangements such as funeral services, burial, cremation, obituary, pallbearers, headstone, and designating a person to oversee your final arrangements. To print a free copy, go to Last Wishes form. This last wishes planner is specifically geared toward final arrangements. However, a last wishes planner can also include other instructions regarding your estate plan. To make things easier for those you leave behind, you should also prepare
estate plan letters with essential information they will need to settle your estate.
Estate Property Form
If you are making a will or living trust, completing Pennyborn’s Estate Property Form will help you create an organized list of your personal property and other belongings. This form helps you determine how to distribute your property among your heirs, beneficiaries or favorite charities. To print a free copy of the form and instructions, go to Estate Property Form.
Letter to Pet Guardian Form
If your estate planning documents include provisions for the care of pets, such as a pet trust, it is important to leave detailed instructions so your pet guardian can properly care for your pets. By using our Letter to Pet Guardian Form¸ you can leave instructions for your Pet Guardian in under fifteen minutes. To print a free copy, see Pet Guardian Form.
Executor Checklist Form
Deciding on a person to name as your executor can be one of the most difficult steps in making an estate plan. If you are struggling with this decision, review our Executor Checklist to learn what types of things your executor will need to do.Also, if you want to make sure your executor has access to all the documents and information he or she will need to settle your estate, you can use our free executor checklist to put everything that will be needed in one place. Pennyborn.com also features a free Estate Administration Guide and forms executors and personal representatives may use when settling a decedent's estate.
Living Trust Checklist Form
If you are considering making a trust as part of your estate plan, you can use our free Living Trust Checklist Form to see some of the steps you would need to take if you made a living trust. If you already have a living trust but are not sure if you completed all the steps required to fully fund your living trust, you can review our Living Trust Checklist Form to help ensure you complete the items necessary to make your living trust valid and carry out your estate planning objectives. To get a copy of this free form, go to Living Trust Checklist.
Estate Planning Worksheet
Pennyborn's Estate Planning Worksheet is a tool to help you gather information and define your objectives as you begin working on your estate plan. It will also help you prepare to meet with a lawyer, financial planner or tax professional. When you retain an attorney, they may ask you to complete an Estate Planning Worksheet or similar forms to begin the process. By completing this worksheet in advance, you will be better prepared to answer any questions before you sit down to discuss your estate. If you are making a will, living trust, power of attorney, pet trust or living will, completing the Pennyborn.com Estate Planning Worksheet will allow you to view your financial picture alongside a list of your dependents, heirs, and desired beneficiaries. The Estate Planning Worksheet may also help you prioritize the steps you want to take when planning your estate.
State Will Forms
Residents of a few states can take advantage of free statutory will forms. These fill in the blanks wills are simple and should only be used if you have a small, uncomplicated estate with no real estate. Even if you use a free state will form, consult an attorney about the documents needed to prepare a complete estate plan in your state. To see if your state offers a statutory will form, see state will forms. If you need to make a basic will, power of attorney, living will or health care directives and cannot afford to hire an attorney, there are resources available to help you make an estate plan. To see the list, go to free estate planning.
Letter of Instruction Form
A Letter of Instruction is a type of estate planning letter that provides important information about your estate to your family, executor or trustee. For an overview of the benefits of preparing this type of estate planning letter, see our section on how to write a Letter of Instruction.If you have your will or trust prepared by an attorney, you may want to ask your lawyer to write a formal Letter of Instruction to include with your estate planning documents. You may also decide to handle this step in the process on your own. For an overview of what is typically included or covered in a Letter of Instruction, view our sample Letter of Instruction Form template.
Estate Plan Coversheet
Completing Pennyborn's Estate Plan Coversheet will help you organize your estate planning documents. It is designed to be completed after you finish your estate plan. Our Estate Plan Coversheet can be used as a quick reference by your agent under a power of attorney, your agent for health care, the trustee of your living trust or the executor of your will. This form allows you to list all documents in your estate plan and the execution date. It also provides a helpful list of names and phone numbers so the person handling your affairs can contact key people, such as your child's guardian, your pet guardian, and the person you designate to oversee your last wishes. To print a free copy, go to Estate Plan Coversheet.
Self-Proving Will Forms
There are several advantages of executing a self-proving will. If you are concerned about a will contest or litigation by any heirs or beneficiaries, ask an attorney how to ensure your final wishes will be respected. To find the statutory form of self-proving affidavit for a particular state, go to Self-Proving Will Forms. Your attorney may offer suggestions on additional steps you can take or may change the language in your testamentary documents to accomplish your objectives.
Estate Planning Checkup Form
Are your estate planning documents out of date? Does your will reflect your current intentions for how your property should be distributed? It may be time to revise your estate plan, but hiring a lawyer can be expensive. One of the best ways to determine if you need to make a new estate plan is to take an estate planning checkup. You can download a free copy of the Pennyborn.com Estate Plan Checkup Form.One reason it is essential to have your estate plan updated every few years is changing tax laws. For example, if your will or trust was prepared prior to passage of the Tax Cuts and Jobs Act, you may want to contact a lawyer to have your estate plan reviewed. Another reason to have your estate plan updated is due to changes in applicable state laws. If there have been changes in your family, property or financial situation, you may want to update documents such as your will, trust, power of attorney, health care directives, pet trust, etc. If legal fees are a concern or you do not have a lawyer, contact a few attorneys to receive an overview of what a new estate plan costs in your area. Many lawyers offer a free consultation so you can learn about their services and fee arrangements at no cost.
Copyright 2020 Pennyborn.com. ALL RIGHTS RESERVED.Updated on February 3, 2020.
INFORMATION ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, DOES NOT CONSTITUTE LEGAL, FINANCIAL OR TAX ADVICE. Pennyborn.com is not a law firm and is not a substitute for a lawyer. Your use of this site does not create an attorney-client relationship. Information on this site is for educational purposes only and may not be accurate, complete or up to date.
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