Estate Planning Forms for Every Life Stage
Attorney-reviewed documents to protect your family and legacy. Select your state to get started.
Not sure where to start?
Pick your goal—we'll point you to the right documents.
Last Will & Testament
Choose the will that matches your family situation. Each includes detailed instructions, legal guidance, and customization for your state.
Married + Adult Kids
Perfect for married couples whose children are 18+ and no longer need guardianship provisions.
- Spousal protection
- Adult children as beneficiaries
- Executor designation
- Property distribution
Married + Minor Kids
Includes guardian designation for children under 18 and property management provisions.
- Guardian appointments
- Custodian for minor's property
- Spousal protection
- Alternate guardian options
Married + Minor Kids (Trust)
Advanced protection with testamentary trust to manage assets until children reach specified age.
- Built-in trust provisions
- Trustee designation
- Age-based distribution
- Tax-efficient structure
Married + No Kids
Streamlined will for couples leaving everything to spouse, with alternate beneficiaries.
- Spouse as primary beneficiary
- Alternate beneficiaries
- Property distribution
- Executor designation
Single + Adult Kids
For unmarried individuals distributing estate among adult children or other beneficiaries.
- Multiple beneficiaries
- Flexible distribution
- Executor designation
- Specific bequests
Single + Minor Kids
Critical for single parents—includes guardian and property custodian appointments.
- Guardian appointments
- Property custodian
- Alternate guardians
- Protection until adulthood
Single + Minor Kids (Trust)
Maximum protection with trust to professionally manage assets for your children's future.
- Testamentary trust
- Trustee management
- Age-staged distributions
- Education provisions
Single + No Kids
Simple, straightforward will for individuals distributing estate to family, friends, or charities.
- Flexible beneficiaries
- Charitable gifts
- Personal property distribution
- Executor designation
Living Trusts
Avoid probate, maintain privacy, and ensure seamless management of your estate. Living trusts take effect immediately and continue working during incapacity.
Individual Revocable Living Trust
For single individuals or married persons who want separate trusts. Maintain complete control while avoiding probate.
- Avoid probate entirely
- Maintain full control during lifetime
- Easy to modify or revoke
- Privacy protection
- Incapacity planning included
Shared/Marital Revocable Living Trust
For married couples managing joint assets. Coordinate your estate plan with AB Trust provisions.
- Joint management of family assets
- AB Trust tax planning
- Survivor protection provisions
- Unified estate planning
- Avoids double probate
Credit Shelter A-B Trust
Advanced tax-saving strategy for married couples with substantial estates. Maximizes estate tax exemptions.
- Maximize estate tax exemptions
- Asset protection for surviving spouse
- Control over asset distribution
- Incapacity planning for both
- Reduces overall tax burden
Irrevocable Trust Agreement
Professional-grade asset protection with Crummey powers for tax-free gifting. 50-state valid. Updated for 2025 laws.
- Asset protection from creditors
- Tax-free gifting (Crummey powers)
- 50-state portability clause
- Spendthrift provisions
- 17 pages (6,400 words)
Fortress Asset Protection Bundle
Everything you need: Trust Agreement PLUS all documents required by banks and the IRS.
- Complete Trust Agreement (17 pages)
- Certificate of Trust (for banks)
- Crummey Notice Letters (for IRS)
- General Assignment of Property
- Step-by-step User Guide
Amendment of Living Trust
Modify provisions of your existing revocable living trust without rewriting the entire document.
- Update beneficiaries easily
- Change trustee designations
- Modify distribution terms
- Add or remove assets
- Simple amendment process
📋 Don't forget: A trust only works if it's funded
After creating your trust, you'll need to transfer assets into it. Our step-by-step guide walks you through the process.
Read the Trust Funding Guide →