Wills and Estates

We all need to plan for the inevitable. If you haven't made a Will yet, there's no time like the present.

Buy and download easy-to-use Will Kits, estate planning checklists, and forms for executors and trustees. All Wills and Estate Administration forms are easy to use and fully editable.

No need to purchase a form twice . These templates can be used over and over again, by different members of your family.

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    • Bid for Purchase of Real Property from Probate (USA)

      Are you interested in purchasing a US real property from an estate that is in probate? Prepare a Bid for Purchase of Real Property from Probate with this template form for the USA. Taxes, insurance and maintenance expenses for the property will be adjusted and prorated as of the close of escrow. ...

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    • Duties of an Executor

      Learn about the Duties of an Executor with this step-by-step summary of the responsibilities of the executor of an estate. Included are such matters as: reviewing the will, arranging probate, taking inventory of the assets, preparing the final tax return, distribution of the assets to t...

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    • Executor Fee Agreement

      When you appoint an executor of your will, you can ensure that the executor is fairly compensated for administering your estate by setting out the amount of the fee and how it will be paid in this Executor Fee Agreement. This Executor Fee Agreement is available in MS Word format, and is fully edi...

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    • Promissory Note for Family Loan Payable From Estate

      Use this easy template to prepare a Demand Promissory Note for a loan payable from a family member's estate. 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. Terms of the Promissory Note i...

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    • Receipt and Release by Distributee

      Estate executors, when you distribute property to the beneficiaries as set out in the Will of the deceased, have each of them sign this Receipt and Release form. Under the Receipt and Release, the beneficiary: acknowledges receipt of the property, releases the executor from any liability in ...

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    • Will Clause Granting Life Estate in Residence for Spouse

      Grant a life estate in a residence to your spouse with this free Will Clause. The clause provides that your spouse will have an option to sell the property, and all maintenance, taxes and upkeep will be paid by your estate. This Will Clause Granting Life Estate in Residence for Spouse is gener...

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    • Will Clause re Administration of Assets Out of Jurisdiction

      Download this free will clause directing the trustee to appoint a special executor in another jurisdiction (offshore) to administer any assets located in that country. This is a generic will clause in MS Word format, and is not specific to any country or region....

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    • Will Clause re Compensation of Executors

      Download this free will clause which directs that compensation is to be paid to the executor under the terms of a compensation agreement executed before the death of the testator. This is a generic will clause in MS Word format, and is not specific to any country or region....

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    • Will Clause re Trustee's Power to Make Joint Election

      Download this free will clause, which provides that the Trustee is given power to act on joint election on behalf of any minor beneficiary with a parent or guardian of such beneficiary and to pay any taxes in respect of same. This is a generic will clause in MS Word format, and is not specific to...

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    • Will Clause to Appoint Trust Company as Trustee

      Download this free will clause authorizing the existing trustees to appoint a trust company to manage the estate and act as trustee. This is a generic will clause in MS Word format, and is not specific to any country or region....

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    • Will Preamble When Made in Contemplation of Marriage

      Download this free preamble to a will made in contemplation of the testator's impending marriage. This is a generic will clause in MS Word format, and is not specific to any country or region....

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