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Estate Planning

Forms Legal provides free estate-planning templates — last wills and testaments, living wills, trusts, and powers of attorney — for 30 jurisdictions in their official language. Each is referenced to the governing succession or capacity statute (such as the Wills Act 1837 or the German BGB), completed through a guided editor, and downloadable as PDF or Word with no fee.

Popular Estate Planning Templates

Last Will and Testament

Nobody likes thinking about it, but a Will is how you make sure your family, your belongings, and your wishes are taken care of when you're gone. It names who gets your property, who looks after your kids, and who you trust to carry out your instructions. Without one, the state decides — and it might not match what you'd want. Our template walks you through beneficiaries, executors, guardians, and specific bequests. Fill it in, preview in real time, and download as PDF or Word — free, no account needed.

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Advance Healthcare Directive

What happens if you're in a coma or can't speak for yourself? A Living Will (Advance Directive) tells doctors and your family exactly what medical treatment you do or don't want — life support, resuscitation, pain management, organ donation. It takes the guesswork out of impossible decisions and spares your loved ones from agonizing over what you'd choose. Our template covers end-of-life care preferences, healthcare proxy designation, and specific treatment instructions. Fill it out, preview live, and download as PDF or Word — free, no sign-up.

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Power of Attorney

Life gets complicated — what happens if you can't make it to a real estate closing, need someone to handle your finances while you're overseas, or want a trusted person making medical decisions on your behalf? A Power of Attorney solves all of these. It legally authorizes someone you trust to act in your name for specific matters. Our free template lets you choose the scope of authority, set time limits, and include safeguards. Fill it out online, preview the document, and download a ready-to-sign PDF or Word file.

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General Power of Attorney

What happens when you can’t handle your own affairs — whether you’re traveling abroad, recovering from surgery, or dealing with a health crisis? A General Power of Attorney lets you appoint someone you trust to act on your behalf for financial, legal, and personal matters. They can sign documents, manage bank accounts, handle real estate transactions, and make decisions when you’re unable to. It’s one of the most important documents in personal planning. Our free template covers the agent’s powers, effective dates, limitations, and revocation procedures. Download as PDF or Word.

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Trust Agreement

Want to protect your assets and control how they're distributed after you're gone — or even while you're still alive? A Trust Agreement lets you do exactly that. It names the trustee, lists the beneficiaries, defines how and when assets are distributed, and sets rules for managing the trust. It can help avoid probate, reduce estate taxes, and ensure your wishes are followed. Whether it's a revocable living trust or an irrevocable one, the details matter. Our free template walks you through it. Preview and download as PDF or Word.

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Estate Planning Checklist

Nobody likes thinking about what happens after they’re gone, but putting it off only makes things harder for the people you leave behind. An Estate Planning Checklist is a practical starting point — it helps you inventory your assets, identify who gets what, list your important accounts and documents, name guardians for minor children, and outline your healthcare directives. Think of it as a roadmap for your loved ones. It doesn’t replace a will or trust, but it makes sure nothing gets overlooked. Our free template covers assets, debts, beneficiaries, important contacts, and key documents. Download as PDF or Word.

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Beneficiary Designation Form

Who gets your retirement account, life insurance payout, or investment fund if something happens to you? Without a Beneficiary Designation Form on file, that decision could end up in probate court — costing your loved ones time, money, and stress during the worst possible moment. This form lets you name exactly who receives your assets, in what percentage, and who steps in as a backup. It covers primary and contingent beneficiaries, their relationship to you, and contact details. Our free template keeps it simple. Fill in the blanks, download as PDF or Word, and make sure your wishes are clear.

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Medical Consent Form

Heading into surgery, a medical procedure, or experimental treatment? A Medical Consent Form documents that a patient understands the risks, benefits, and alternatives — and agrees to proceed. It's not just paperwork; it's informed consent, a cornerstone of medical ethics and a legal shield for practitioners. Our template covers the procedure description, known risks, expected outcomes, the right to refuse, and provider information. Fill in the details, preview in real time, and download as PDF or Word — free, no sign-up needed.

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HIPAA Authorization Form

Need to share your medical records with a new doctor, an insurance company, or a family member? A HIPAA Authorization Form gives the green light for a covered entity to release your protected health information — but only to the specific people you choose. This template lets you specify exactly which records to share, the purpose of the disclosure, and a clear expiration date. Revoke it whenever you want. Fill out the details, preview instantly, and download as PDF or Word — completely free, no sign-up required.

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Inheritance Agreement / Heir's Agreement

Families don't always see eye to eye on who gets what. An Inheritance Agreement lets heirs sort things out while everyone's still on speaking terms — dividing property, assigning specific assets, and handling debts before emotions run high. It can supplement or clarify a will, or settle disputes among beneficiaries. Our template covers asset distribution, conditions, waivers, and signatures for all parties involved. Enter your details, see the document take shape in real time, and download as PDF or Word — free, no sign-up needed.

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Frequently Asked Questions