Related Documents
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.
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.
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.
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.
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.