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.
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. This last wishes planner is specifically geared toward final arrangements. However, a last wishes planner can also include other instructions regarding your estate plan. To make things easier for those you leave behind, you should also prepare
estate plan letters with essential information they will need to settle your estate.
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.
Executor Checklist Form
Deciding on a person to name as your executor can be one of the most difficult steps in making an estate plan. If you are struggling with this decision, review our Executor Checklist to learn what types of things your executor will need to do.Also, if you want to make sure your executor has access to all the documents and information he or she will need to settle your estate, you can use our Executor Checklist to put everything that will be needed in one place. To view this free estate planning form, go to
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.
State 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. If you need to make a basic will, power of attorney, living will or health care directives and cannot afford to hire an attorney, there are resources available to help you make an estate plan. To see the list, go to free estate planning.
Letter of Instruction Form
A Letter of Instruction is a type of estate planning letter that provides important information about your estate to your family, executor or trustee. For an overview of the benefits of preparing this type of estate planning letter, see Letter of Instruction. To see what you should include in a Letter of Instruction, view our sample Letter of Instruction Form.
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.
Living Trust Checklist Form
If you are considering making a trust as part of your estate plan, you can use our free Living Trust Checklist Form to see some of the steps you would need to take if you made a living trust. If you already have a living trust but are not sure if you completed all the steps required to fully fund your living trust, you can review our Living Trust Checklist Form to help ensure you complete the items necessary to make your living trust valid and carry out your estate planning objectives. To get a copy of this free form, go to Living Trust Checklist.
Estate Planning Checkup Form
Are your estate planning documents out of date? Does your will reflect your current intentions for how your property should be distributed? It may be time to revise your estate plan, but hiring a lawyer can be expensive. One of the best ways to determine if you need to make a new estate plan is to take an estate planning checkup. To download a copy of this free estate planning form, see estate plan checkup form.
If you need to amend or revise a revocable living trust or another type of revocable estate planning trust, you may need to make a Restatement of Trust. To view a sample, go to Trust Restatement Form. Consult a lawyer before making any changes to an existing Trust Agreement.