Top Estate Planning Products
- LegalZoom Estate Planning Package
Comprehensive estate planning documents including wills, living trusts, power of attorney, and healthcare directives. Ideal for individuals seeking easy-to-use legal solutions without expensive attorney fees. Trusted for clarity and legal compliance.
- Quicken WillMaker Plus 2024
User-friendly software for creating wills, trusts, and other important documents with step-by-step guidance. Perfect for DIY estate planners wanting professional-grade forms. Includes state-specific legal updates and video tutorials.
- Trust & Will Online Estate Planning
Modern online platform offering customizable wills, trusts, and guardianship documents. Great for busy individuals wanting quick and legally valid estate plans. Features easy updates and integration with financial accounts.
- Everplans Subscription
Digital estate planning and end-of-life organizing service with secure document storage and sharing. Ideal for users who want to keep all important info accessible to loved ones. Includes wills, insurance policies, passwords, and funeral wishes.
- The Complete Estate Planning Guidebook
Expert-written book covering wills, trusts, probate, tax strategies, and asset protection. Essential reading for anyone wanting to understand estate planning fundamentals. Updated with recent laws and practical examples.
- Nolo’s Living Trust Kit
DIY kit for creating a living trust to avoid probate and protect assets. Suitable for people wanting to simplify estate transfer and maintain privacy. Includes detailed instructions and legal forms for all states.
- Estate Planning For Dummies Book
Accessible guide explaining wills, trusts, powers of attorney, and taxes in plain language. Perfect for beginners looking to create or update their estate plans with confidence. Updated with digital asset planning tips.
- Gifts & Estate Tax Planning Guide
A practical handbook focusing on tax-efficient gifting, inheritance, and estate tax strategies. Best suited for high net worth individuals and families. Includes IRS regulations and recent changes in tax laws.
- Final Wish Planning Journal
Elegant journal designed to help users document their final wishes, funeral preferences, and personal messages. Ideal for those wanting a thoughtful, personal approach to end-of-life planning. Features prompts and checklists for easy use.
- Power of Attorney Form Kit
Complete kit with state-specific power of attorney forms for financial and medical decisions. Perfect for individuals wanting to designate trusted agents legally and clearly. Comes with easy instructions and notarization tips.
- Will Crafting Legal Templates
Professionally drafted will templates customizable to individual needs. Great for those who want flexibility and legal accuracy without hiring an attorney. Covers guardianship, asset distribution, and executor appointment.
- Estate Planning Software 2024
Comprehensive software suite for creating wills, trusts, medical directives, and powers of attorney. Designed for thorough planners who prefer digital tools with legal compliance. Offers cloud backup and multi-device access.
- Living Will & Advance Directive Kit
Clear and concise forms for documenting healthcare preferences in emergencies. Ideal for adults wanting to ensure their medical wishes are respected. Includes instructions for legal validation and sharing with providers.
- Digital Estate Planning Guide
Step-by-step guide focused on managing digital assets, passwords, and online accounts after death. Perfect for tech-savvy individuals and families looking to protect their digital legacy. Contains checklists and best practices.
- Pet Trust Legal Forms
Specialized legal forms to create trusts for pet care after an owner’s passing. Suitable for pet lovers wanting to ensure lifelong care for their animals. Includes instructions for funding and appointing caretakers.
- Financial Power of Attorney Kit
Complete kit for granting financial authority to trusted individuals. Ideal for those preparing for incapacity or wanting to delegate money management. Includes notarization and state compliance guidance.
- Estate Planning Binder Organizer
Elegant, durable binder designed to organize wills, trusts, insurance policies, and important documents. Perfect for keeping all estate planning paperwork in one accessible place. Includes tabs and checklists for easy reference.
- Trust Funding Guidebook
Detailed guide on funding living trusts and transferring assets to avoid probate. Best for estate planners wanting to maximize trust benefits and reduce complications. Covers real estate, investments, and bank accounts.
- Revocable Living Trust Kit
DIY kit to create a revocable trust that can be modified or revoked as circumstances change. Great for flexible estate plans that avoid probate and maintain privacy. Includes legal forms and instructions for different states.
- Estate Planning Checklist Poster
Visual, easy-to-follow checklist poster to track all estate planning steps and documents. Ideal for visual learners and those wanting a quick reference guide. Printed on high-quality material for long-term use.
- Do-It-Yourself Estate Planning Kit
Complete kit including will templates, power of attorney forms, and health care directives with instructions. Perfect for first-time planners wanting to save costs while ensuring legal validity. Covers basic to intermediate estate planning needs.
- Estate Planning Consultation Voucher
Voucher for a professional consultation session with a licensed estate planning attorney. Ideal for people seeking personalized advice and custom plans. Can be redeemed online or in-person depending on provider.
- Probate Avoidance Guide
Practical guide explaining strategies to avoid probate including trusts, joint ownership, and beneficiary designations. Useful for those wanting to preserve privacy and reduce costs for heirs. Updated with current legal insights.
- Estate Planning Software for Mac
Mac-compatible software for creating wills, trusts, and healthcare directives with intuitive interface. Best suited for Apple users who want professional estate planning tools. Supports cloud saving and document exporting.
- Healthcare Proxy Form Kit
Legal forms allowing designation of a healthcare agent to make medical decisions. Essential for adults wanting to ensure their wishes are respected if incapacitated. Comes with instructions for proper completion and notarization.
- Estate Planning PowerPoint Templates
Professional templates for advisors and educators to create presentations on estate planning topics. Useful for seminars, workshops, and client meetings. Includes charts, diagrams, and legal summaries.
- Online Will Creation Service
Fast and easy online platform to draft a legally binding will with expert review options. Suitable for individuals wanting a hassle-free estate planning experience. Features step-by-step guidance and secure storage.
- Estate Planning Template Bundle
Collection of customizable templates including wills, trusts, powers of attorney, and living wills. Ideal for DIY planners seeking comprehensive documentation. Compatible with Word and PDF formats.
- Estate Planning Video Course
Online video course covering fundamentals of wills, trusts, probate, and tax planning. Great for visual learners and those wanting expert instruction at their own pace. Includes quizzes and downloadable resources.
- Estate Planning Forms Kit
Comprehensive kit with all essential legal forms for wills, trusts, powers of attorney, and advance directives. Designed for individuals wanting ready-to-use, state-compliant forms. Includes detailed filling instructions.
- Estate Planning Software Windows
Windows-based software to create, store, and update estate planning documents with ease. Best for PC users who want a robust digital solution. Features legal updates and secure backups.
- Estate Planning Document Scanner
High-resolution scanner optimized for digitizing wills, trusts, and legal documents. Ideal for users wanting to maintain digital copies of important papers. Compact and fast with automatic document feeder.
- Estate Planning Legal Consultation Book
Handbook preparing individuals for meetings with estate attorneys including questions to ask and documents to bring. Valuable for maximizing consultation value. Covers common legal terms and procedures.
- Estate Planning Checklist App
Mobile app to track estate planning progress, set reminders, and store important dates. Great for busy users wanting organized and proactive planning. Syncs across devices and offers secure password protection.
- Estate Planning Attorney Referral Service
Service connecting users with vetted estate planning attorneys in their area. Perfect for those needing expert legal representation or advice. Offers consultations and transparent pricing options.
- Estate Planning Document Safe
Fireproof and waterproof safe designed to securely store wills, trusts, and important papers. Ideal for protecting physical documents from damage or loss. Compact design fits home or office spaces.
- Estate Planning for Parents Book
Guide specifically addressing estate planning challenges for parents including guardianship and education funds. Useful for families wanting to secure their children’s future. Includes practical checklists and sample documents.
- Estate Planning Power of Attorney Online
Convenient online service for creating and notarizing power of attorney documents quickly. Best for users needing immediate legal authorization for financial or healthcare decisions. Supports electronic signatures and secure storage.
- Estate Planning Pet Trust Book
In-depth guide on creating trusts for pets including funding, caretakers, and legal considerations. Perfect for pet owners wanting to ensure lifelong care. Includes sample forms and case studies.
- Estate Planning Document Organizer
Portable folder system to store and organize all estate planning documents neatly. Ideal for users who want an easy way to access and update their paperwork. Includes labeled tabs and pockets for separation.
- Estate Planning Forms Download
Instant download package of editable estate planning forms covering wills, trusts, and directives. Suitable for DIY planners wanting quick access to legal documents. Compatible with multiple file formats.
- Estate Planning Essential Checklist Poster
Large format poster outlining critical estate planning steps and documents needed. Great for home offices and legal professionals. Printed on durable, matte paper for long-lasting reference.
- Estate Planning Workshop Kit
Complete kit for hosting educational estate planning workshops including handouts, presentation slides, and activities. Ideal for financial advisors and legal educators. Includes facilitator guide and participant materials.
- Estate Planning Document Scanner App
Mobile app designed to scan, organize, and store estate planning papers securely on smartphones. Perfect for users wanting to digitize and backup important documents on the go. Features OCR and cloud integration.
- Estate Planning Beneficiary Designation Guide
Guide explaining how to correctly designate beneficiaries on accounts and insurance policies to avoid probate delays. Useful for those updating plans after life changes. Includes state law summaries and sample forms.
- Estate Planning Book for Millennials
Modern estate planning advice tailored to younger adults including digital assets, student loans, and early wealth accumulation. Perfect for first-time planners. Written in approachable language with actionable tips.
- Estate Planning LegalZoom Subscription
Subscription service providing ongoing access to estate planning documents with legal updates and attorney consultations. Best for users wanting peace of mind and flexible updates. Includes will storage and review.
- Estate Planning for Couples Book
Book covering joint estate planning strategies, survivorship issues, and tax planning for couples. Great for partners wanting unified plans and clarity. Includes sample documents and case studies.
- Estate Planning Binder Refill Kit
Refill pages and inserts designed to update and expand existing estate planning binders. Ideal for those maintaining organized records. Includes updated checklists, forms, and notes pages.
- Estate Planning Online Storage Service
Secure cloud storage platform specifically for estate planning documents with sharing and emergency access features. Useful for families and executors needing centralized access. Includes encryption and multi-factor authentication.
- Estate Planning Legal Dictionary
Comprehensive dictionary explaining legal terms and jargon commonly used in estate planning. Perfect reference for DIY planners and students. Includes clear definitions and practical examples.
- Estate Planning Gift Tax Forms
Official IRS forms and instructions for reporting gifts and understanding gift tax obligations. Important for individuals making large gifts or trusts. Updated with current tax year forms and guidelines.
- Estate Planning Executor Guide
Step-by-step manual for executors handling estates including probate, asset distribution, and tax filings. Valuable resource for appointed executors needing clear direction. Covers legal duties and common challenges.
- Estate Planning for Business Owners Book
Specialized guide addressing succession planning, asset protection, and tax strategies for entrepreneurs. Essential for business owners wanting to preserve company value and ensure smooth transitions. Includes case studies and legal tips.
- Estate Planning Notary Stamp
Professional notary stamp suitable for validating estate planning documents. Perfect for attorneys, paralegals, and notaries public. Durable and compliant with state regulations.
- Estate Planning Document Templates USB
USB drive loaded with editable estate planning templates for wills, trusts, and powers of attorney. Convenient for legal professionals and DIY planners. Compatible with Windows and Mac software.
- Estate Planning Legal Forms Book
Comprehensive book containing numerous state-specific legal forms and instructions for estate planning. Great for those who prefer physical copies and detailed explanations. Updated annually for accuracy.
- Estate Planning Consultation Checklist
Printable checklist to prepare for meetings with estate planning professionals. Helps clients organize questions, documents, and goals. Useful for maximizing the efficiency of legal consultations.
- Estate Planning Software Subscription
Subscription-based software offering continuous updates, document creation, and cloud storage for estate planning. Ideal for ongoing planners wanting access to the latest legal tools and expert support.
- Estate Planning Healthcare Proxy Online
Online service to create and notarize healthcare proxy documents quickly and securely. Perfect for individuals ensuring medical decisions are entrusted to chosen agents. Supports digital signatures and easy sharing.
- Estate Planning Digital Legacy Kit
Kit designed to organize and document digital assets, passwords, and social media accounts for after death management. Valuable for tech-savvy users wanting to secure their online presence. Includes templates and storage solutions.
- Estate Planning Funeral Planning Guide
Guide providing practical advice on pre-planning funerals, memorials, and burial preferences. Helps reduce burden on family members and ensures wishes are respected. Includes budgeting and legal considerations.
- Estate Planning Attorney Directory
Comprehensive directory of licensed estate planning attorneys by state and specialty. Useful for finding trusted legal professionals quickly. Includes contact details and user reviews.
- Estate Planning Document Review Service
Professional review service providing feedback and legal validation on existing estate planning documents. Ideal for individuals updating or verifying their plans. Offers detailed reports and recommendations.
- Estate Planning Educational DVD
Informative DVD covering estate planning basics, probate, trusts, and tax implications. Suitable for visual learners and group education sessions. Includes expert interviews and case studies.
- Estate Planning Family Meeting Kit
Kit designed to facilitate family discussions about estate plans including agendas, worksheets, and communication tips. Helps reduce conflicts and clarify intentions. Includes printable and digital materials.
- Estate Planning Forms Organizer
Compact organizer to keep all estate planning forms neatly sorted and easily accessible. Ideal for individuals managing multiple documents. Durable and portable with labeled sections.
- Estate Planning Estate Tax Calculator
Digital calculator tool for estimating federal and state estate taxes. Useful for planners wanting to understand potential tax liabilities. Features user-friendly interface and up-to-date tax rates.
- Estate Planning Executor Notebook
Organized notebook specifically for executors to track tasks, deadlines, and documents. Helps executors manage estate settlement efficiently. Includes templates and checklists for all key duties.
- Estate Planning Living Trust Guide
Comprehensive guide explaining how living trusts work, advantages, and funding methods. Essential for anyone considering trusts as part of their estate plan. Includes legal tips and common pitfalls to avoid.
- Estate Planning Life Insurance Guide
Detailed guide on using life insurance for estate planning purposes including wealth transfer and tax advantages. Useful for planners integrating insurance into their estate strategy. Covers policy types and beneficiary designations.
