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Estate Planning · 27+ templates

Plan for what comes next.

Wills, living trusts, powers of attorney, and healthcare directives. Get the core estate plan in under an hour from a desk instead of a lawyer's office, with state-specific witness, notarization, and self-proving execution rules built in.

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Every estate-planning template.

27 of 27 showing
01 / Wills

Wills & Testaments

Die without a will and state intestacy law decides who gets what (often spouse plus children in equal shares, with no provision for an unmarried partner). Every state requires the testator's signature plus two witnesses; many accept self-proving affidavits to speed probate. A codicil amends a will without rewriting it.

4 templates
02 / Trusts

Trusts

Probate adds 6 to 18 months and 3 to 8 percent of estate value before assets reach beneficiaries. A funded living trust skips probate entirely. Irrevocable trusts move assets out of the taxable estate. Special-needs trusts preserve SSI and Medicaid eligibility for a disabled beneficiary.

4 templates
03 / POA

Powers of Attorney

A durable POA under the Uniform Power of Attorney Act (adopted in 31 states) keeps an agent's authority active when the principal loses capacity. Without one, the family files for guardianship or conservatorship: a court process that costs $3,000 to $10,000 and takes 2 to 6 months. Springing POAs activate on incapacity only.

7 templates
04 / Healthcare

Healthcare Directives

The Patient Self-Determination Act (42 U.S.C. Section 1395cc) requires every Medicare/Medicaid-funded hospital to ask patients about advance directives at admission. A living will spells out treatment preferences (artificial nutrition, ventilation, resuscitation). A medical POA names the decision-maker. DNRs go in the chart and on a wallet card.

4 templates
05 / Guardianship

Guardianship

A temporary guardianship lets a relative or trusted friend make medical and educational decisions for a minor child while the parents are deployed, traveling, or hospitalized. Most states accept a notarized parental designation for periods up to 6 to 12 months without court involvement.

1 templates
06 / Administration

Estate Administration

Most states allow a small-estate affidavit (Texas Estates Code Section 205, California Probate Code Section 13100) to skip formal probate when assets fall under a statutory ceiling ($100,000 to $184,500 depending on the state). Affidavits of heirship clear title to real property without probate where state law allows. Transfer-on-death deeds skip probate entirely for the named property.

3 templates
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— The long read

Estate planning you can actually finish in an afternoon.

Two-thirds of Americans die without a will, and state intestacy law decides who gets what. The default rules rarely match what families actually want, and probate without planning runs 6 to 18 months and 3 to 8 percent of the estate in fees. The core estate plan is three documents: a Last Will (names guardians for minor children, distributes anything not held in trust), a Durable Power of Attorney (financial decisions when you can't make them), and a Living Will with healthcare POA (medical decisions and end-of-life preferences).

For estates over a few hundred thousand or for anyone who owns real property in multiple states, a living trust avoids probate, keeps the transfer private, and consolidates administration in one document. Funding the trust (re-titling assets) is the step most people skip; an unfunded trust does nothing. The federal estate tax exemption sits at $13.61 million per person in 2024 but is scheduled to drop to roughly $7 million in 2026.

Every template adjusts for your state's execution rules: witness count, notarization, self-proving affidavits, and statute-specific wording all flex to your jurisdiction. Vermont requires 3 witnesses; Louisiana follows civil-law form; Texas accepts holographic (handwritten) wills with no witnesses.

— Frequently asked

Questions we get a lot.

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Attorney-drafted templates, state-specific execution instructions, reviewed by our in-house counsel.