Estate Planning templates for Philippines
Browse all 23 free estate planning legal templates for Philippines. Download as PDF or Word.
Wills & Testaments
Codicil (Philippines)
A Codicil for the Philippines under Article 825 of the Civil Code (RA 386) to supplement, revoke, or modify an existing Last Will and Testament. Must be executed with the same formalities as the original will — witnessed notarial or handwritten holographic form.
Holographic Will (Philippines)
A Holographic Will for the Philippines under Article 810 of the Civil Code (RA 386). Entirely handwritten, dated, and signed by the testator — no witnesses or notary required. Covers testamentary dispositions, legitime of compulsory heirs, and executor appointment.
Last Will and Testament (Philippines)
A Last Will and Testament for the Philippines compliant with the Civil Code of the Philippines (RA 386), Articles 783-837, governing notarial wills. Covers testamentary capacity, compulsory heirs, legitime (forced heirship), institution of heirs, legacies, and appointment of executor.
Trusts
Living Trust (Philippines)
A revocable Living Trust under Philippine civil law (Civil Code Articles 1440-1457) allowing a trustor to transfer assets to a trustee for the benefit of named beneficiaries while retaining control during lifetime. Covers trust property, trustee powers, beneficiary rights, amendment, and revocation.
Special Trust Fund (Philippines)
A Special Trust Fund agreement under Philippine civil law (Civil Code Articles 1440-1457) and BSP Circular No. 1119 for a specific purpose — education, healthcare, or business succession — with defined funding, trustee powers, conditions for release, and termination terms.
Testamentary Trust (Philippines)
A Testamentary Trust established through a Last Will and Testament under the Civil Code of the Philippines (Articles 1440-1457 and 783-837), taking effect upon the testator's death. Covers trustee appointment, trust property, beneficiary rights, trustee powers, and distribution terms.
Trust Agreement (Philippines)
A Trust Agreement for the Philippines under Articles 1440-1457 of the Civil Code (RA 386) and the General Banking Law (RA 8791). Covers express trusts, trustee duties, beneficiary rights, trust property, TRAIN Law tax implications, and BSP Trust Regulations.
Healthcare Directives
Do Not Resuscitate (DNR) Order (Philippines)
A Do Not Resuscitate (DNR) Order form for the Philippines used in hospitals and healthcare facilities. Documents the patient's or surrogate's informed decision to forgo CPR under the PMA Code of Medical Ethics, DOH Administrative Order No. 2008-0016, and the Universal Health Care Act (RA 11223).
Healthcare Proxy (Philippines)
A Healthcare Proxy designation form for the Philippines appointing a trusted person to make medical decisions if the principal becomes incapacitated. Based on Civil Code (RA 386) personal autonomy principles, DOH Administrative Order No. 2008-0016, and Universal Health Care Act (RA 11223).
Living Will / Advance Healthcare Directive (Philippines)
A Living Will / Advance Healthcare Directive for the Philippines documenting a person's medical treatment wishes in case of incapacity. Covers life-sustaining treatment, artificial nutrition, palliative care, and appointment of healthcare proxy under the Civil Code and medical ethics guidelines.
Estate Administration
Administrator's Bond (Philippines)
An Administrator's Bond for Philippines estate administration proceedings under Rule 81 of the Rules of Court. The court-required bond filed by the administrator or executor to secure faithful performance of their duties in managing the decedent's estate during probate or intestate settlement.
Beneficiary Designation Form (Philippines)
A Beneficiary Designation Form for Philippine insurance policies, SSS/GSIS benefits, Pag-IBIG fund claims, and investment accounts. Designates primary and contingent beneficiaries under the Insurance Code (PD 1460), SSS Law (RA 11199), GSIS Act (RA 8291), and Pag-IBIG Fund Law (RA 9679).
Deed of Self-Adjudication (Philippines)
A Deed of Self-Adjudication for the Philippines under Section 1, Rule 74 of the Rules of Court for use when the sole heir adjudicates the entire estate to themselves without court proceedings. Requires publication and BIR estate tax compliance under TRAIN Law (RA 10963).
Donation Inter Vivos (Philippines)
A Deed of Donation Inter Vivos for the Philippines under Civil Code Articles 725-773, transferring real or personal property as a gift during the donor's lifetime. Covers donor and donee identification, property description, acceptance, donor's tax under NIRC Section 98, and registration requirements.
Estate Inventory (Philippines)
An Estate Inventory form for the Philippines listing all assets and liabilities of a deceased person's estate. Required by the BIR for estate tax computation under TRAIN Law (RA 10963) and by the RTC probate court under Rule 83 of the Rules of Court.
Extrajudicial Settlement of Estate (Philippines)
A Philippine Extrajudicial Settlement of Estate (Deed of Extrajudicial Settlement) for dividing a deceased person's estate among heirs without court proceedings. Governed by Rule 74 of the Rules of Court and the Civil Code (RA 386). Requires all heirs, no pending debts, newspaper publication for 3 consecutive weeks, and BIR estate tax clearance.
Extrajudicial Settlement of Estate — Will (Philippines)
An Extrajudicial Settlement of Estate for the Philippines under Rule 74 of the Rules of Court and Section 1 thereof, allowing heirs to divide a decedent's estate without court proceedings when there is no will and no outstanding debts. Requires publication and BIR estate tax compliance under TRAIN Law (RA 10963).
Family Home Constitution (Philippines)
A Deed of Constitution of Family Home under the Family Code of the Philippines (Articles 152-162, EO 209), protecting a family's primary dwelling from forced sale, execution, and attachment. Covers property description, beneficiaries, assessed value limits, and registration with the Register of Deeds.
Inheritance Waiver (Philippines)
A Waiver of Inheritance Rights for the Philippines under the Civil Code (Articles 1041-1057) and Rule 74 of the Rules of Court, allowing a compulsory or intestate heir to voluntarily renounce their share of an estate. Covers consideration, scope of waiver, notarization, and BIR compliance.
Letter of Instruction (Philippines)
A Letter of Instruction (LOI) for Philippine estate planning — a non-binding personal document guiding family members on asset locations, funeral wishes, digital accounts, and estate administration steps after death. Complements a Last Will and Testament under the Civil Code.
Nomination of Guardian (Philippines)
A Nomination of Guardian document for Philippine estate planning, nominating a guardian for minor children or incapacitated adults under the Family Code (EO 209), Rules of Court Rule 93, and the Domestic Adoption Act (RA 11642). Guides courts in appointing a suitable guardian.
Petition for Probate (Philippines)
A Petition for Probate of Will for the Philippines filed before the Regional Trial Court (RTC) under Rules 75-78 of the Rules of Court. Initiates the mandatory court proceeding to allow a Last Will and Testament and appoint an executor under the Civil Code (RA 386).
Pre-Need Plan Beneficiary Designation (Philippines)
A Pre-Need Plan Beneficiary Designation form for Philippine education, pension, and memorial life plans under the Pre-Need Code (RA 9829) and Insurance Commission regulations. Designates plan beneficiaries, contingent recipients, and guardians for minor beneficiaries.
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