Frequently Asked Questions
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Please note that we do not provide legal advice through our chat or phone services. Our services are not staffed by lawyers. If you would like to speak with a lawyer about estate planning, you can hire an experienced attorney through our directory.
Other FAQs About Our Forms
We want you to be 100% satisfied with your forms which is why we offer a 30-day moneyback guarantee on all forms purchases. If for any reason you are unhappy with your purchase, simply contact us within 30 days of your purchase for a full refund. To request a refund, either start a chat at the bottom of the screen or call us at 1-800-591-9378 and selection option 1.
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When you purchase a do-it-yourself form through FindLaw Legal Forms & Services, it will appear as a charge from Thomson West or Thomson Reuters on your credit card statement, depending on the type of credit card you used.
Yes, online wills and estate planning documents are valid when done correctly. Experienced estate planning attorneys have reviewed these forms, so you can rest assured that you are using quality forms. Our forms also include state-specific instructions on how to make the documents legal after you have completed them. In most states, you have to sign your documents after drafting them. You may also need witnesses in your state. Finally, you may need to have your documents notarized.
FindLaw’s directory of qualified estate planning attorneys can help you with specific questions about your state’s legal requirements for wills and other estate planning documents.
Yes, the do-it-yourself estate planning forms are digital documents and are not designed to be printed and filled out offline. The forms contain dynamic questions and fields that appear depending on the answers you provide, which is why you must answer any mandatory questions before downloading to ensure your forms aren’t missing any important information. Once you’ve completed the questionnaire, you can download your purchased forms and print and sign according to the state-specific instructions provided. Forms open as a new tab in your browser as a PDF. Select the download icon to save the form to your preferred location.
Yes, you may download your purchased forms as many times as you’d like. Our service allows you to return to make changes to your forms as often as you’d like within one year. That means that if your life changes somehow, like you get married, have children, acquire more money and property, you can come back and modify your document to reflect your current life.
Before you can download your purchased forms, you must answer all mandatory questions within the forms themselves. Our questionnaire contains dynamic questions and fields that appear depending on your answers. If you download it before it’s complete you could be missing important information you need in your form. Any sections within the form with incomplete mandatory questions will display a gray circular checkbox next to that section whereas completed sections display a green circular checkbox.
Any of your completed, purchased forms can be downloaded from your account dashboard by selecting the “Download” icon and choosing which form to download if you purchased an estate planning package with multiple forms. Incomplete forms will display a “!” warning icon over the download button to let you know one or more mandatory questions are missing answers. Those questions will need to be answered before you can download your form. Once the “Download” button is clicked, the forms open as a new tab in your browser as a PDF. Select the download icon to save the form to your preferred location.
Yes, you can start your estate planning form for free. If you’re not satisfied, there’s no obligation to buy.
You can also purchase a partially completed form and finalize the questionnaire as time permits or make changes for up to a year after your purchase.
You can return to your FindLaw Legal Forms & Services account to make changes to your forms as often as you’d like within one year from your purchase date. After that year has passed, you can come back to access and download your purchased forms indefinitely.
Yes, your information is safe. Here at FindLaw, you must be comfortable sharing the information necessary to complete your estate plan correctly. That is why we will never share or sell your information. The Thomson Reuters technology used to create and store your estate planning forms is the same used by lawyers and law firms across the globe. Data security is taken extremely seriously.
After you have created an account secured by Thomson Reuters, you have the opportunity to save and modify your estate planning forms. Once you have purchased your will or other estate planning forms, you can easily revise your documents by selecting “Edit” for an entire year after purchase. Keep in mind that we routinely update our form templates to reflect any changes in state laws, so it’s recommended that you start a new form if you started your draft more than a year ago.
Our do-it-yourself service is designed to help the average person create an estate plan without incurring the expense of hiring an attorney. Most people can rest assured that they have completed a solid estate plan after completing this process and their state’s signature, witness, and notarization requirements.
FindLaw is not a law firm, and the forms are not a substitute for the advice or services of an attorney. If you have a more complex estate or family situation, you may want to hire a qualified estate planning attorney. If that is the case, you can check out FindLaw’s directory of estate planning attorneys to find an attorney in your area to help you complete or review your estate plan.
You are not hiring an attorney or getting legal advice. There is no attorney-client relationship when you use this service. With our do-it-yourself forms, you can create a basic estate plan without an attorney’s help. With our do-it-yourself options, you can make an estate plan that covers your basic needs at a fraction of the cost of hiring a lawyer. Our form templates were created by a team of estate planning lawyers and were customized based on the laws of each individual state. It will be up to you to follow the state-specific instructions on executing your documents in order to make them official.
We encourage you to contact an attorney in your area if you have legal questions or have a complex estate, such as significant assets, or a complex family situation. You can use FindLaw’s directory of attorneys to find an attorney in your location. You can also consult a lawyer to review your do-it-yourself estate plan for added peace of mind if you choose.
There are no hidden costs. Our do-it-yourself service shows the fees upfront. Most people will be able to use our forms to complete their basic estate plans; however, if you have questions or a more complex estate, you may want to contact an attorney to discuss any questions you may have. You can find a local attorney here.
There may be a word limit for some questions and name fields have a 50-character limit. Our forms are designed to help you draft concise documents using the same tools that attorneys use. The forms will present you with specific questions that will help you state your desires clearly and concisely. Don’t worry; everything you want in your document will appear in the final document. You will also be able to preview your forms before purchasing.
If you choose to purchase one type of form and decide later that you need additional forms, you will pay for the additional forms individually. That’s why the best option is to start with the estate planning form package to ensure you receive the package discount and have all of your needs covered. You have an entire year to edit and finalize your forms.
FindLaw has various resources to help you learn about estate planning. You can start learning more about estate planning in FindLaw’s Learn About the Law section here.
Select “My Account” in the upper right of the screen to open the sign-in window and select the “Sign In” option. Once selected, a new screen should load. Enter the email address you used when creating your account in the space provided and select the “Sign In” option. Once selected, choose the “Reset your password” option, followed by the “Send link” option. You will then receive a secure link to reset your password.
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