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If your estate equals or exceeds a value of $1 million, or needs special estate planning tools like trusts, it may be best to talk with an attorney.
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Our Estate Planning Package includes a Last Will & Testament, Health Care Directive & Living Will, and Financial Power of Attorney to cover all of your basic estate planning needs.
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If you have minor children, you will want to name a guardian for them.
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If you have a pet or pets, you will want to name someone to care for them.
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Do you want to leave gifts to people or a charity?

If you want to give items or money to people or charities, you will want to make what are known as “specific gifts.”
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Do you own a business?

If you own a business or a share of a business, you will want to plan for succession of ownership.
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Do you want someone to handle your health care decisions if you are unable?

In case you are incapacitated, you will want to list your health care preferences and name someone to handle your health care decisions.
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Do you want someone to handle your health care decisions if you are unable?

In case you are incapacitated, you will want to list your health care preferences and name someone to handle your health care decisions.
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Thank you for taking our quiz!
Your answers suggest you might benefit from:

Speaking with
a FindLaw Attorney

Our directory of experienced, local attorneys can help you with circumstances such as:
What’s included:
  • Being part of a blended family
  • Caring for children with special needs
  • Establishing and maintaining trusts
  • …and any other concerns you have!
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All done! Based on your answers, we recommend:

Estate Planning Package

For One Person

$135
What’s included:
  • Last will and testament
  • Health care directive & living will
  • Financial power of attorney
  • Free HIPAA release form
  • A comprehensive plan — for less
  • Free changes and revisions for one full year after purchase
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All done! Based on your answers, we recommend:

Financial Power of Attorney

For One Person

$39
What’s included:
  • Try our easy step-by-step guide
  • Create your state-specific documents before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create a power of attorney that’s customized to your wishes and your state’s laws
  • Free changes and revisions to your document for a full year after purchase
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All done! Based on your answers, we recommend:

Health Care Directive & Living Will

For One Person

$39
What’s included:
  • Try our easy step-by-step guide
  • Create your health care directive and living will before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create a document that’s customized to your wishes and your state’s laws
  • Free HIPAA release form
  • Free changes and revisions to your document for a full year after purchase
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All done! Based on your answers, we recommend:

Last Will and Testament

For One Person

$79
What’s included:
  • Try our easy step-by-step guide
  • Create your documents before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create a last will and testament that’s customized to your wishes and your state’s laws
  • Free changes and revisions to your will for a full year after purchase
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All done! Based on your answers, we recommend:

Estate Planning Package

For Two People

$255
What’s included:
  • Two wills, health care directives & living wills, and financial powers of attorney
  • Two free HIPAA release forms
  • You and your loved one create your own estate plans tailored to your individual needs
  • Attorney-approved documents customized to your state’s laws
  • Free changes and revisions for one full year after purchase
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All done! Based on your answers, we recommend:

Financial Power of Attorney

For Two People

$78
What’s included:
  • Try our easy step-by-step guide
  • Create your state-specific, attorney-approved documents before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create an attorney-approved power of attorney that’s customized to your wishes and your state’s laws
  • Free changes and revisions to your document for a full year after purchase
Close

All done! Based on your answers, we recommend:

Health Care Directive & Living Will

For Two People

$78
What’s included:
  • Try our easy step-by-step guide
  • Create your state-specific, attorney-approved documents before you buy.
  • Only purchase if you are satisfied with your estate planning documents
  • Create an attorney-approved document that’s customized to your wishes and your state’s laws
  • Free HIPAA release form
  • Free changes and revisions to your document for a full year after purchase
Close

All done! Based on your answers, we recommend:

Last Will and Testament

For Two People

$149
What’s included:
  • Try our easy step-by-step guide
  • Create your state-specific, attorney-approved documents before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create two wills customized to your wishes and your state’s laws
  • Free changes and revisions to your wills for a full year after purchase
Close

All done! Based on your answers, we recommend:

Health Care Directive & Living Will + Financial Power of Attorney

For One Person

$78
What’s included:
  • Try our easy step-by-step guide
  • Create your health care directive and living will before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create a document that’s customized to your wishes and your state’s laws
  • Free HIPAA release form
  • Free changes and revisions to your document for a full year after purchase
  • Create your state-specific documents before you buy
  • Create a power of attorney that’s customized to your wishes and your state’s laws
Close

All done! Based on your answers, we recommend:

Last Will and Testament + Financial Power of Attorney

For One Person

$118
What’s included:
  • Try our easy step-by-step guide
  • Create your documents before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create a last will and testament that’s customized to your wishes and your state’s laws
  • Free changes and revisions to your will for a full year after purchase
  • Create your state-specific documents before you buy
  • Create a power of attorney that’s customized to your wishes and your state’s laws
  • Free changes and revisions to your document for a full year after purchase
Close

All done! Based on your answers, we recommend:

Last Will and Testament + Health Care Directive & Living Will

For One Person

$118
What’s included:
  • Try our easy step-by-step guide
  • Create your documents before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create a last will and testament that’s customized to your wishes and your state’s laws
  • Free changes and revisions to your will for a full year after purchase
  • Create your health care directive and living will before you buy
  • Create a document that’s customized to your wishes and your state’s laws
  • Free HIPAA release form
  • Free changes and revisions to your document for a full year after purchase
Close

All done! Based on your answers, we recommend:

Health Care Directive & Living Will + Financial Power of Attorney

For Two People

$156
What’s included:
  • Try our easy step-by-step guide
  • Create your state-specific, attorney-approved documents before you buy.
  • Only purchase if you are satisfied with your estate planning documents
  • Create an attorney-approved document that’s customized to your wishes and your state’s laws
  • Free HIPAA release form
  • Free changes and revisions to your document for a full year after purchase
  • Create your state-specific, attorney-approved documents before you buy
  • Create an attorney-approved power of attorney that’s customized to your wishes and your state’s laws
Close

All done! Based on your answers, we recommend:

Last Will and Testament + Financial Power of Attorney

For Two People

$227
What’s included:
  • Try our easy step-by-step guide
  • Create your state-specific, attorney-approved documents before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create two wills customized to your wishes and your state’s laws
  • Free changes and revisions to your wills for a full year after purchase
  • Create an attorney-approved power of attorney that’s customized to your wishes and your state’s laws
  • Free changes and revisions to your document for a full year after purchase
Close

All done! Based on your answers, we recommend:

Last Will and Testament + Health Care Directive & Living Will

For Two People

$227
What’s included:
  • Try our easy step-by-step guide
  • Create your state-specific, attorney-approved documents before you buy
  • Only purchase if you are satisfied with your estate planning documents
  • Create two wills customized to your wishes and your state’s laws
  • Free changes and revisions to your wills for a full year after purchase
  • Create your state-specific, attorney-approved documents before you buy.
  • Create an attorney-approved document that’s customized to your wishes and your state’s laws
  • Free HIPAA release form
  • Free changes and revisions to your document for a full year after purchase

Advantages of Various Estate Planning Tools and Forms

Although no one likes to think about falling ill or passing away, it’s essential to plan for it. Preparing these legal documents lets you make sure your money and property go to the people you want them to.

Table of Contents

It’s also important to let your loved ones know your wishes if you are ever unable to communicate your wishes. The estate planning process is the way to plan for death or incapacitation.

Overview of Forms and Tools

Estate planning documents involve deciding what to do with your assets and finances and making health care and end-of-life decisions for yourself. You can explain who you want to pass items, called beneficiary designations, which typically go to loved ones or minor children.

It helps if you have various forms and tools to help you with estate planning. In this article, you can find overviews of various estate planning tools, such as:

  • Last will and testament: what to do with possessions, real estate, property, and money
  • Living will / Health care directive: your health and end-of-life choices
  • Health care power of attorney: choose someone to make health care choices for you if you can’t
  • Financial power of attorney: choose someone to pay bills and make financial choices for you if you can’t

You may also want to read a helpful estate planning checklist and a questionnaire. These tools can help prepare you to meet with an estate planning attorney or prepare DIY forms online.

Contents of a Basic Will

There are some basic elements that pretty much every will contains. A will should begin by making it clear that it’s meant to be a will. It needs to include the full name and residence of the testator (the person who is making the will). It’s also always good to have a statement revoking any previous wills.

The will should include whom you would like to leave your money and property, such as family members. If you would like to leave specific belongings or money to various people, you can list these wishes in the will.

If, on the contrary, you simply want to leave everything to one person, you could make a general statement conveying that information. Having a will provides peace of mind that loved ones will follow your wishes.

Naming Your Will’s Personal Representative

A will should also designate an executor or personal representative to handle the estate administration.

It’s usually a good idea to include an alternative executor. This is essential if the original executor can’t or won’t take responsibility for being the executor.

Finally, the testator must sign and date the will. While these are the basic elements of a will, it’s important to check the laws of your state to find out the requirements for drafting a will in your state. You can also use a DIY online process specific to your state to see accurate requirements.

Contents of Basic Living Wills or Health Care Directives

All of the states in the U.S. have laws concerning the ability of people to make decisions about their medical care before there is a need for treatment.

living will or advanced directive is a document that allows people to explain the type and duration of medical care they would like to receive if they are in a situation where they can’t communicate those wishes.

Each state has its own laws regarding what can be included in a living will, so it’s essential to check the laws in your jurisdiction or consult with an attorney when drafting a living will.

Estate planning solutions to fit your needs.

Health and Financial Powers of Attorney

It’s worth mentioning that a living will and a health care power of attorney concern similar matters but are very different. As previously mentioned, a living will explains the person’s wishes if they can’t communicate the wishes themself.

On the other hand, a power of attorney designates a person to have the legal ability to make financial or medical decisions on a person’s behalf. A power of attorney is only valid if the person who makes the document cannot make decisions for themself.

A health care power of attorney may have many of the same questions or information as a living will or health care directive, but they are not the same.

Table of Common Estate Planning Tools

There are a lot of estate planning tools available to you. The following table summarizes the benefits provided by some of the more common estate planning techniques. Talk to your estate planning attorney if you are still unsure what kind of forms you need.

The Benefit of the Planning Tool No Will Basic Will Pour-Over Will Living Trust AB Trust QTIP Trust
Selectivity
Permits you to select the beneficiaries of your estate No Yes Yes Yes Yes Yes
Permits you to select the executor of your will No Yes Yes Yes Yes Yes
Permits you to select the trustees of your trust No No Yes Yes Yes Yes
Permits you to select the guardians for your children No Yes Yes Yes Yes Yes
Probate
Avoids the time-consuming and expensive probate process No No No Yes Yes Yes
Timing of Distributions
Permits distribution of assets to children other than simply upon reaching the age of majority (Ex. 1/3 at age 25, 1/3 at age 30, 1/3 at age 35) No No Yes Yes Yes Yes
Protection
Prevents conservatorship of estate owner No No No Yes Yes Yes
Protects assets from creditors No No No Yes Yes Yes
Estate Taxes
Assists married couples in reducing estate taxes No No Possibly, if properly designed to save estate taxes No Yes Yes
Allows the first spouse to die to name the ultimate beneficiaries of their estate while still permitting the surviving spouse to utilize the assets and still deferring estate taxes No No Yes No No Yes

Common Definitions: Estate Planning Terms To Know

Intestate means you have no will, and your estate passes to your heirs based on your state’s laws of descent and distribution.

Testate means you have a will, and your estate passes to your heirs based on beneficiary designations in the will.

Basic Will means you have a will that distributes everything to your spouse, if living, otherwise to your children when they reach the age of majority.

Pour-over Will means you have a will that distributes everything to a trust.

Living Trust means a trust designed to avoid probate and provide asset management. A basic living trust does not effectively use both spouses’ $675,000 unified credits. Remember, each person is entitled to have the first $675,000 of their estate passed to their heirs without estate taxes. This is referred to as the “unified credit.” Because of this deficiency of a basic living trust, an A.B. Trust is often recommended instead to married couples with substantial assets.

A.B. Trust means a trust designed to make sure the $675,000 unified credit of each spouse is used to the full extent possible while allowing the surviving spouse to use the assets of the deceased spouse during the remainder of the surviving spouse’s lifetime.

QTIP Trust means a trust designed to permit a spouse to transfer assets to their trust while maintaining control over the ultimate disposition of those assets at the spouse’s death. QTIP Trusts are particularly popular when a person is married for a second time but has children from a first marriage for whom they want to reserve assets.

Hiring an Estate Planning Attorney

Wills can be pretty easy to draft if a person doesn’t have many assets. You can use a simple online process to DIY your forms from home.

However, if you have a lot of assets or a complex situation, you should probably hire an estate planning attorney to help you with your will.

Regardless of the size of your estate, if you have questions or concerns about estate planning, you might want to consult with an attorney.

Written by:

FindLaw Staff

Contributing Author

Ally_Marshall_image

Reviewed by:

Ally Marshall, Esq.

Managing Editor