This page is a list of highly rated estate planning books and software. We have reviewed thousands of books and estate planning software programs. We only feature the best selling and most useful titles on our site. Some of the books are do-it-yourself estate planning guides while others are legal texts and treatises.
Browse the list below to find the resources you need to make an estate plan, administer a trust or settle an estate. Because you also need to be aware of relevant federal and state tax laws when making an estate plan or administering a trust, we also feature a large selection of tax guides and tax preparation resources.
Start with a quick overview of tax returns due.
Software to Make a Will
It is possible to use estate planning software to make your own will, living will, and other estate planning forms at home. However, before making an estate plan, meet with an attorney for a free consultation. You may find it is more affordable to have an estate plan prepared than you think. If the cost of hiring an attorney is too high for you, estate planning software is an alternative way to make a will. Unfortunately, this do it yourself approach often results in costly legal problems.
Free Estate Planning Guides
Pennyborn.com features several free estate planning guides, as well as instructions on how to find state-specific estate planning information. For a list of free guides on estate planning, probate, living trusts, spouses and partners, children, pets, funeral planning, and trust administration, go to our estate planning page.
Free Estate Planning Forms
One of the primary reasons many people fail to make an estate plan is they believe they cannot afford an attorney. However, there are affordable ways to make a basic will and health care directives by using low-cost services or free estate planning forms. For a list of free forms available on Pennyborn.com, go to our free estate planning forms index.
Although the ideal way to have your estate planning documents prepared is by an experienced attorney, you can use books and software to prepare basic estate planning forms if hiring a lawyer is not an option. Also, depending on your circumstances, you may be able to meet with a lawyer and have basic estate planning forms prepared for free or at a very low cost. To learn more, go to our page on
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List of Estate Planning Resources
To find reviews of books covering a wide variety of estate planning topics, use the index below:Estate Planning Books: This is a list of estate planning books for making an estate plan in the U.S.Will and Trust Books: If you are ready to make a will or are considering making an estate planning trust, such as a living trust, this page features a list of books that cover the steps and issues involved.Books About Probate: If you are an executor, personal representative or administrator of a decedent's estate or want to understand the process of estate administration, this page features a list of books on probate and the rules that generally apply to executors.Funeral Planning Books: If you need to make arrangements for the funeral or memorial of a loved one, friend or next of kin, this page features funeral planning guides you can access quickly to be better informed about making final arrangements.Last Wishes Planners: If you want to leave instructions for your own final arrangements or wish to complete your own Memorial Preferences Planner, this section provides an overview of books and guides you can use to complete the process. Medicaid Planning Books: Medicaid planning is a complex area of law that requires the assistance of a lawyer with knowledge of applicable federal and state laws. This page provides a list of Medicaid Planning books that will help you understand the basic rules that apply, the terminology, as well as the benefits of engaging in Medicaid Planning.Books for Trustees: Many people are named as trustees but have little or no background in serving in this type of role. Because you will need to make decisions that impact the beneficiaries of the trust, reading several books for trustees is a good starting point before agreeing to serve as trustee or commencing your work in this position. Our list of books for trustees provides information on some of the best selling trust administration guides.Living Will Books: Making decisions about end of life care in advance can be especially difficult because you may not know when or if these issues will impact you. Before completing a health care power of attorney or state living will form, it can be helpful to review some books on the subject to understand the types of issues that may arise and your options for end of life care. IRA, 401k, and Annuity Books: Whether you are planning for your own retirement, planning to leave a legacy to a child or other beneficiary or recently inherited an IRA, it is important to understand the rules and deadlines that apply to these types of accounts. Our list of books on IRA's, 401k's, and annuities features guides that may help you become more informed before meeting with a financial advisor or tax professional.
Estate Tax Books: Federal and state estate, inheritance, and gift taxes are an important aspect of planning an estate. Our estate tax books page highlights tax guides that provide information on the various types of taxes that may apply to a decedent's estate or trust.Long Term Care Books: So many Americans of various generations are dealing with the challenges of long term care. Many Americans have failed to engage in advance planning for this type of care. Our list of books on long term care is designed for those who want to plan for LTC expenses in advance as well as adult children, siblings, partners and others that find themselves in the role of caregiver.
INFORMATION ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, DOES NOT CONSTITUTE LEGAL, FINANCIAL OR TAX ADVICE. Pennyborn.com is not a law firm and is not a substitute for a lawyer. Your use of this site does not create an attorney-client relationship. Information on this site is for educational purposes only and may not be accurate, complete or up to date.
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