If you are a USA resident and you have children, own real estate, or hold valuable assets of any kind, you should have a valid Will.
Draft your Last Will and Testament using these Wills & Estate Forms for the United States, such as estate planning checklists, codicils, will templates, and forms for executors / trustees and estate administrators. All USA Wills & Estate Forms are provided in MS Word format, and are easy to use and understand.
Affidavit of Death (California)
Has your spouse recently passed away? If the two of you held title to real estate as community property in the State of California, you will need to file this Affidavit of Death. The Affidavit must be filed in order to have title to the property transferred solely into your name. The form must b...
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Affidavit of Death of Joint Tenant (California)
Do you own property in California as joint tenants with someone who has recently passed away? You will need to file this Affidavit for Death of Joint Tenant in order to have the property transferred solely into your name. The form must be filed with the Recorder's Office where the title deed is f...
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Affidavit of Surviving Spouse (California)
Has your spouse recently passed away? If the two of you held title to real estate as community property in the State of California, you will need to file this Affidavit of Surviving Spouse. The Affidavit must be filed 40 days after the decedent's death to protect the interest of your successors i...
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Affidavit of Survivorship (USA)
Do you own property in the USA jointly with someone who has recently passed away? You will need to file an Affidavit of Survivorship in order to have the property transferred into the name(s) of the surviving owner(s) by right of survivorship. This Affidavit form sets out the date of death, the o...
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Affidavits for Release of Property of Decedent without Probate (California)
If you are executor of an estate in California which is not going through probate or administration, you will require affidavits from the beneficiaries under the Will before you can release property to them. Use this package of template forms to prepare your Affidavits for Release of Property of ...
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Amendment to Living Trust to Make Charitable Gift (USA)
If you have created a Revocable Living Trust and you want to gift some of the trust property to a charity or other non-profit organization in the USA, you can amend the original Trust Agreement with this Amendment to Living Trust form to change the original Agreement to allow the trustee to make the...
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Assignment of Interest in Estate (USA)
Estate executors, prepare an Assignment of Interest in Estate with this template form for the USA. The Assignment of Interest allows a beneficiary of an estate to assign all or part of his/her entitlement to a third party. This USA Assignment of Interest in Estate template is provided in MS Wo...
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Community Property Affidavit (Washington)
Has your spouse recently passed away? If the two of you held title to real estate as community property in the State of Washington, you will need to file this Community Property Affidavit, in order to have title to the property transferred into your name. This Washington Community Property Affid...
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Community Property Survivorship Agreement (Texas)
Texas property owners, if you want to avoid probate proceedings with respect to your community property, use this handy template to draw up a Community Property Survivorship Agreement with your spouse, pursuant to the Texas Probate Code XI(3), section 451. The agreement sets out in writing that upo...
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Complete Legal Will Kit and Estate Plan (USA)
Have you made a Will yet? If you have property, investments, stocks or other assets - whether within the USA or offshore - you need to make a Will to ensure that those assets are distributed according to your wishes. Take advantage of our special price on this complete USA Will Kit which contain...
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Deed of Sale by Personal Representative (Maine)
Transfer ownership of a real estate property in the State of Maine from a deceased person to a new owner with this Deed of Sale by Personal Representative form. The personal representative (executor of the estate) may be required to give notice to the heirs and/or beneficiaries of the estate, unl...
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Are you acting as the executor of an estate in New Jersey? If the deceased person owned real estate property, you will need to file this Executor's Deed in order to transfer ownership of the property to someone else. This Affidavit form sets out the date of death, the ownership interest of the pe...
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Promissory Note for Family Loan Payable From Estate (USA)
Use this template to prepare a Promissory Note for a loan payable from a family member's estate, for use in the USA. This form of Note would generally be used to secure loans between close family members, such as a loan from a parent or grandparent to a child or grandchild. Only the lender can ...
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Revocable Living Trust Agreement with Change of Jurisdiction Clause (USA)
Protect your assets and minimize taxes with this Revocable Living Trust Agreement for USA residents. The Trust Agreement has a special change of jurisdiction provision allowing the Trustee to move the trust property from one state to another if it will benefit the trust or any beneficiary with re...
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Revocable Living Trust Declaration (Ohio)
Set up a Revocable Living Trust in the State of Ohio with this ready-made Trust Declaration. The trust will operate as the principal means of management and disposition of the estate of the grantor (the person establishing the trust). Provisions of the Trust Declaration include: The grantor will...
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Revocation of Revocable Living Trust Agreement (USA)
Terminate a USA living trust and revoke the trustee's appointment with this Revocation of Revocable Living Trust Agreement form. This form allows the grantor (the person who created the trust) to wind up the living trust and give directions to the trustee to return all remaining trust property to...
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Simple Last Will & Testament (Mississippi)
Mississippi residents, make your Last Will & Testament with this simple Will Form. This fully editable template allows you to appoint your spouse as executor and to leave all of your estate to your spouse. If your spouse does not survive you, the estate would be shared out among your children or...
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Use this Survivor Checklist to help guide you through the tasks that need to be dealt with when a loved one passes away, at a time when it is most difficult to deal with such matters. This checklist is for the USA and makes reference to US forms and procedures. The checklist covers: ...
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Ohio residents, have you made a Will yet? If you have property, investments, stocks or other assets - whether within the State of Ohio or elsewhere - you need to make a Will to ensure that those assets are distributed according to your wishes. Use this ready-made template to write up your Will qu...
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