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Estate Planning Toolkit

We understand how much your family—including your beloved pets—means to you. That’s exactly why we’ve created the Estate Planning Toolkit, designed to help you protect your loved ones while preparing for the unexpected. Estate planning isn’t just for the wealthy; instead, it’s a way for everyone to gain control of their future. With a solid plan in place, you can ensure your health and financial decisions are managed if you become incapacitated. Additionally, it allows you to decide how your assets will be distributed after your passing, giving you peace of mind about the future.

Why Estate Planning Matters

Have you ever wondered what would happen to your loved ones if something unexpected occurred? Without an estate plan, their future could be at unnecessary risks. Complications, higher expenses, and uncertainty often arise when no clear plan is in place. Taking action now helps avoid these challenges and ensures their well-being isn’t left to chance.

Reduce Taxes and Simplify the Process

One of the greatest advantages of estate planning is its ability to minimize taxes and probate fees. Not only does this reduce expenses, but it also makes the legal process much simpler and far less stressful for your family. By preparing in advance, you ease their burden during what will already be a difficult time.

Provide Clarity, Not Confusion

When you leave clear instructions, your family avoids unnecessary confusion and stress. Rather than leaving behind uncertainty or complicated legal battles, offer them the gift of clarity and security. A well-thought-out plan enables your loved ones to focus on heling instead of navigating legal headaches.

Get Started Today With Our Estate Planning Toolkit

Our Estate Planning Toolkit makes the entire process simpler and more straightforward. It includes all the essential documents you need—beautifully organized in one convenient place. By acting now, you can safeguard both your future and your loved ones. Don’t wait—start planning today to gain peace of mind and ensure your family is protected with our Estate Planning Toolkit.

$139.99

WHAT DOES THIS TOOLKIT COVER?

Legal clauses in the Will template include:

  • Revocation of prior Wills and Codicils
  • Declarations
  • Appointment of executor
  • Bond
  • Disposition of estate
    • Debts, funeral and testamentary expenses
    • Pets
    • Charitable gift
    • Cash legacy
    • Specific gifts
    • Precatory memoranda
    • Residue
  • Payments for beneficiaries under the age of 21 years
  • Powers to administer estate
  • Guardians of a minor child or children
  • Definition of relationships
  • Family Law Act
  • Survivorship
  • Headings

Legal clauses in the Power of Attorney for Personal Care template include:

  • Revocation
  • Appointment of attorney
  • Substitute attorney
  • Definition of “my attorney”
  • Authority of attorney
  • Life-sustaining medical treatment
  • Conditions and restrictions
  • Declaration of age, capacity, awareness and qualification
  • Compensation
  • Headings

Legal clauses in the Power of Attorney for Property template include:

  • Revocation
  • Appointment of attorney
  • Substitute attorney
  • Definition of “my attorney”
  • Continuing power
  • Powers of attorney
  • Date of effectiveness
  • Conditions and restrictions
  • Declaration of age, capacity, awareness and qualification
  • Compensation
  • Headings
WHAT EXACTLY WILL YOU RECEIVE?
  • Customizable Will Form (both MS Word and PDF files)
  • Customizable Continuing Power of Attorney for Property (CPOA) and Power of Attorney for Personal Care (POAPC) Forms (both MS Word and PDF files)
  • Detailed Instructions File (Will and POAs)
  • Companion Guide (Will and POAs)
  • Sample Will and POAs
  • Checklists of Things to Consider When Drafting Your Will and POAs
  • Affidavit of Execution Form
  • FAQ covering questions about POAs
  • Glossary of Estate Planning Legal Terms

 

IS THIS TOOLKIT RIGHT FOR YOU?

Please refer to our Last Will & Testament Toolkit and Power of Attorney Toolkit.

This toolkit was last updated in September 2024

Editing your template is as simple as
DELETE. REPlACE. SAVE.

Virtual Witnessing Services.

Our Virtual Witnessing Services offer a convenient solution to help ensure your will and power of attorney documents are properly executed, all from the comfort of your home and without the cost or the hassle of visiting a lawyer’s office. Don’t let paperwork stand between you and peace of mind.

 

Virtual Witnessing Services
Virtual Witnessing Services.
Virtual Witnessing Services (Wills & POA)
Sign your critical life documents all from the safety and comfort of your home.

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