List of Forms

All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

Wills and Living Trusts
Will
Self-Proving Affidavit (for Will)
Letter to Executor
Individual Living Trust
Shared Living Trust
AB Trust (aka Bypass Trust)
Certification of Trust
Assignment of Property (to Trust)
Reverse Assignment of Property (from Trust)
Revocation of Living Trust
Restatement and Amendment of Living Trust

Leaving Others in Charge
Health Care Directive (Living Will & Power of Attorney)
Durable Power of Attorney for Finances
Special (Limited) Power of Attorney for Finances
Information for the Attorney-in-Fact
Delegation Form for Attorney-in-Fact
Resignation Form for Attorney-in-Fact
Revocation Form for Recorded Durable Power of Attorney for Finances
Revocation Form for Unrecorded Durable Power of Attorney for Finances
Revocation of Health Care Directive
Revocation of Power of Attorney
Final Arrangements Letter

Documents for Your Executor
Affidavit of Domicile
Employee Death Benefits Letter
Executor's Checklist
Executor's Letter to Financial Institution
General Notice of Death
Notice to Creditor of Death
Notice to Homeowners Insurance Company of Death
Notice to Vehicle Insurance Company of Death
Request for Life Insurance Claim Form
Request for Life Insurance Proceeds

Personal Finance Documents
General Bill of Sale
Promissory Note (Amortized Monthly Payments)
Promissory Note (Balloon Payment)
Promissory Note (Payments of Interest Only)
Promissory Note (One Lump Sum Payment)
Security Agreement for Borrowing Money
Notice to Terminate Joint Credit Card Account
Notice to Put Name on Do Not Call List
Cancel Membership or Subscription

Documents for Home and Family
Child Care Agreement
Child Care Instructions
Authorization for Minor's Medical Treatment
Authorization for Foreign Travel With Minor
Temporary Guardianship Authorization for Care of Minor
Elder Care Agreement
Pet Care Agreement
Housekeeping Services Agreement
Housesitting Instructions
Authorization to Drive a Motor Vehicle
Property Inventory Worksheet

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