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Estate Planning related fill-in-the-blank contracts and agreements available for business or personal use.

Estate Planning
Estate Planning Kits
18 Products

Account Identification and Collection by Executor
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Account Identification and Collection by Executor

Send copies of this letter to all known and suspected financial institutions, including banks, brokerages, private companies, and related institutions that are known to have the Decedent’s accounts or might have them.

Our price: $4.99

Beneficiary Worksheet
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Beneficiary Worksheet

The Beneficiary Worksheet is a tool that can help you get ready to draft estate-planning documents.

Our price: $5.95

Death Instructions
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Death Instructions

Death instructions are a wise and useful tool to assist a family to transition through their grief.

Our price: $4.95

Estate Oath in front of Notary
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Estate Oath in front of Notary

This Estate Oath in front of Notary is a formal document for a notary to attest to specific declarations of the people appearing before him or her.

Our price: $8.95

Estate Planning Questionnaire and Worksheet
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Estate Planning Questionnaire and Worksheet

This Estate Planning Questionnaire and Worksheet is for completing information relevant to an estate. It contains questions for personal and financial information.

Our price: $13.95

Executor Checklist
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Executor Checklist

The Executor is encouraged to send out copies to heirs and interested parties to help effect an orderly collection and disbursement of assets, as permitted by law and statute.

Our price: $7.95

General Notice of Death
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General Notice of Death

If you are named in a will or appointed by the court to handle the estate of someone who has died, you may want to notify businesses and organizations that aren’t owned any money-of the death.

Our price: $8.95

Notary Estate Oath
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Notary Estate Oath

This is a formal document for a notary to attest to specific declarations of the people appearing before him or her. It is more thorough than most notary declarations and therefore more effective, an important factor in wills and estates.


Our price: $4.95

Notice to Creditor of Death
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Notice to Creditor of Death

The purpose of this Notice to Creditor of Death is, after someone dies, to help the executor notify creditors of the death and close the deceased person's credit accounts.

Our price: $5.95

Obituary Information Fact Sheet
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Obituary Information Fact Sheet

This Obituary Information Fact Sheet will help you organize information for your loved one's obituary.

Our price: $8.95

Partial Estate Assignment
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Partial Estate Assignment

Use the Partial Estate Assignment to unconditionally assign a portion of your right, title and interest in your estate to another.

Our price: $5.95

Property Worksheet
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Property Worksheet

Filling out the Property Worksheet can help your memory to make sure you do not overlook important items when making an inventory of your property.

Our price: $8.95

Request for Death Certificate
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Request for Death Certificate

If you will be contacting agencies, businesses, or organizations for any reason relating to the care of an estate after a death, you will need certified copies of the death certificate. You can use this Request for Death Certificate form to request copies of a death certificate by mail.

Our price: $8.95

Request Notice of Filing Estate Probate Proceedings
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Request Notice of Filing Estate Probate Proceedings

This notice is usually filed to keep an heir or potential heir properly informed about the state of the Estate they are concerned with. The filing of this type of notice can be done with any estate but is usually done under adversarial circumstances.

Our price: $4.95

Revocation of Life Sustaining Agreement
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Revocation of Life Sustaining Agreement

Revocations are generally made because of a serious change in attitude. Therefore, you should be very careful to have your wishes implemented.

Our price: $8.95

Small Estate Affidavit For Estates Under $100,000
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Small Estate Affidavit For Estates Under $100,000

If the value of an estate does not exceed $100,000 an interested party may demand payment on any debts owed to the decedent through the Small Estate Affidavit For Estates Under $100,000.

Our price: $18.95

Trust Preparation Personal Information Form
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Trust Preparation Personal Information Form

You should fill out a trust preparation personal information form for each member of your family and, if possible, include the related documents.

Our price: $4.95

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