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.
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. If you are making a will, living trust, power of attorney, pet trust or living will, completing our Estate Planning Worksheet will allow you to view your financial picture alongside a list of your dependents, heirs, and desired beneficiaries. To print a free copy, go to Estate Planning Worksheet.
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.
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.
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, 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.
Statutory 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. To see if your state offers a statutory will form, see state will forms.
