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

Estate Plan Checklists

POA Checklist

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

Conservatorships

State-Specific Info

Issues facing Seniors

Tips for Seniors

Info for BabyBoomers

Long Term Care

Assisted Living

Medicaid Planning

Dementia & Wills

Funerals and Medicaid

Need More Help?

Finding An Attorney

Legal Aid

Prepaid Legal Services

Trust Companies

Funeral Planning Help

About Us

Contact Us

Advertise With PennyBorn

Terms of Use

Privacy Policy

Promote Your Book

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

No-Contest Clauses

CA No-Contest Clauses

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

Estate Planning Blog

Estate Planning Forum

Blog Archives

November 2009

December 2009

January 2010

February 2010

March 2010

April 2010

June 2010

July 2010

August 2010

December 2011

Farms & Land

Conservation Easements

Celebrity Estates

Disinherited

Celebrity Epitaphs

Elizabeth Taylors Estate

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

Make an Estate Plan

Parent's Estate Plan

Estate Planning Tips

Estate Plan Letter

Guardianship Letter

Estate Plan Letters

Letter to Guardian

Letter to Child Guardian

Parents Second Marriage

California Estate Plans

California Living Will

CA Estate Planning Books

Interesting Stuff

Quotes on Death and Dying

Quotes on Inheritance

Memorable Epitaphs

Unique Last Wishes

Popular Last Wishes

Non-Probate Transfers

Pay on Death Accounts

Transfer on Death

Debts of Deceased

Parents Debts

Parents Nursing Home

Debt Collectors

Form Letter to Collector

Deceased Spouses Debts

Funeral Planning Guide

Best Funeral Songs

Last Wishes Letter

How to Plan Your Funeral

Estate Planning Deeds

Trust Transfer Deeds

Tenants in Common

Medicaid Estate Recovery

Joint Tenants

Tenants by the Entirety

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

Stepparents Estate Plan

Medicaid Annuity

Medicaid Annuities

Medicaid Planning Annuity

Protect Your Family

Preparing for 2012

Heirs and Beneficiaries

Debts Owed to Deceased

 
Legal Aid

If You Cannot Afford an Attorney

If you need help with estate planning, probate, conservatorship, guardianship, long-term care, Medicaid, or Social Security, but cannot afford to hire a lawyer, you may be able to receive basic legal information or limited legal assistance through a legal aid office, law clinic or free seminar in your area.

What Services Are Available From Legal Aid?

Legal aid organizations provide legal representation and information to individuals that could not otherwise afford an attorney or access to the court system. Some legal aid organizations offer assistance with drafting wills, health care power of attorney forms, DNR orders, and living wills, as well as matters involving guardianship of a minor child, conservatorship of a senior, Social Security, Medicare, Medicaid, nursing home abuse, and other elder law matters.

While some legal aid organizations are able to offer assistance on a wide range of legal issues, others only provide a very limited scope of services. This is because legal aid organizations are usually non-profit entities that can only provide services based upon the funding they receive. So while many legal aid offices help low-income individuals with estate planning, probate, and elder law matters, others must limit their services to immediate basic needs such as housing, medical care, public benefits, domestic violence, and child custody. If the legal aid office in your area does not provide the services you need, ask for a referral to another organization or attorney.

When You Need to Hire an Attorney

It is important to recognize there are certain types of legal matters for which you must hire an attorney. Services from legal aid, law clinics, and pro bono programs are limited in scope. Volunteer and legal aid attorneys may provide general information but are usually not specialized in complex areas of estate planning such as estate tax strategies, living trusts, financial planning, will and trust disputes, and long-term care. They are also unable to devote the amount of time required to probate an estate or litigate a case against a nursing home for elder abuse. If you need to create a pet trust to provide for the care of your animals, a legal aid attorney is unlikely to assist you with this type of estate planning. If you have a small estate and want to make a basic will or have a few questions about how to complete your state’s living will or agent for health care forms, a consultation with a pro bono or legal aid attorney may be sufficient. However, do not expect to complete an estate plan for a large or complicated estate using legal aid or attending a senior law clinic.



 

What are the Eligibility Requirements for Legal Aid?

Legal aid services are available to individuals with low to moderate incomes. To qualify for legal aid services, you generally must have an annual income below a specified amount, such as not exceeding 125% of the federal poverty level. There are some exceptions to the income limits for legal aid. Contact your local legal aid office for information about the income limits to qualify for legal services.

Tips for Meeting With a Legal Aid or Pro Bono Attorney

If you meet with a legal aid or pro bono attorney or attend a free legal seminar regarding estate planning, the time you are allotted to meet with an attorney is usually very limited. Many legal clinics provide only a 20-minute consultation with an attorney. It is essential you know in advance what you want to accomplish at the meeting.

Before attending a law clinic or meeting with a legal aid attorney, make a list of questions regarding your estate plan or other legal concerns. Prioritize your questions in order of importance. If you will be bringing any documents to the meeting, such as an outdated will or a health care directive form, keep them in a file and have them organized. Take a pen and notebook so you can write down any instructions or important legal advice. Be on time and prepared so you can obtain the most benefit from the free services available.


Free Legal Help From Law Clinics and Seminars

Most law schools operate legal clinics that allow law students to gain experience by providing free legal services in a limited range of practice areas. Volunteer attorneys in private practice also sometimes participate in free legal seminars for the community. Legal clinics and free legal seminars provide general legal information and brief legal advice. Often these law clinics and free seminars focus on elder law or issues facing seniors.

A volunteer attorney at a free seminar usually will not represent you or take your case to court. Instead, they can provide an overview of the legal issues you are facing and let you know whether you need to hire an attorney or can handle the matter on your own. If a law student or attorney from a legal clinic does agree to represent you or take your case to court, find out the amount of experience they have handling matters similar to your own before deciding to have them represent you.

If you are interested in obtaining legal information or services from a law clinic or seminar, contact the law schools in your area. Watch your newspaper and search the Internet for events, seminars or clinics offered by volunteer attorneys in your area.

State and County Bar Association Referral Programs

Many state and county bar associations operate referral programs for individuals of modest means that cannot afford to pay standard attorneys fees but do not qualify for legal aid because of income eligibility requirements. These referral programs refer people to attorneys that agree to perform legal services at a reduced hourly rate.


Legal Services Available From Pro Bono Lawyers

Pro bono lawyers provide free legal services to low income individuals. Pro bono legal services projects provide free estate planning services, such as help with wills and advance medical directives or living wills, primarily to seniors and persons that are disabled or have a terminal illness. Contact your state or county bar association for information on pro bono legal services projects in your area.


 

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.