Legal
Forms and resources for legal
39 resources in this category
Will Validation Checklist
Verify that a will meets legal requirements for validity including signatures, witnesses, and proper execution.
Trust Administration Checklist
Administer a trust after the grantor's death with steps for notification, asset management, and distribution.
Death Certificate Request Guide
Obtain certified death certificates from vital records offices with information on quantity needed and ordering process.
Small Estate Affidavit Guide
Determine eligibility for small estate procedures and complete an affidavit to transfer assets without full probate.
Probate Court Filing Guide
Navigate the probate filing process including petition preparation, court requirements, and timeline expectations.
Digital Estate Planning Worksheet
Inventory digital assets including online accounts, passwords, cryptocurrency, and digital files for estate management.
Digital Account Closure Letter: Email Services
Request closure or data download from email service providers on behalf of a deceased user.
Digital Account Closure Letter: Social Media
Request memorialization or deletion of social media accounts with required verification documents.
Digital Account Closure Letter: Cloud Storage
Access or close cloud storage accounts containing important documents, photos, and files of the deceased.
Pet Care Transition Plan
Arrange care for the deceased's pets including emergency placement, permanent rehoming, and financial provisions.
Power of Attorney Revocation After Death Guide
Understand the automatic termination of powers of attorney at death and notify relevant institutions.
Charitable Donation in Memory Letter
Direct memorial donations to a chosen charity with instructions for donors and acknowledgment tracking.
Scholarship in Memory Setup Guide
Establish a memorial scholarship fund including criteria, administration, and funding structure.
Memorial Fund Establishment Guide
Set up a memorial fund for a cause meaningful to the deceased with proper structure and tax considerations.
Probate Court Filing Guide: California
Navigate California probate procedures including petition filing, court fees, and timeline expectations.
Probate Court Filing Guide: Texas
Understand Texas probate requirements including independent administration and muniment of title options.
Probate Court Filing Guide: Florida
Navigate Florida probate including formal and summary administration procedures and filing requirements.
Probate Court Filing Guide: New York
File for probate in New York Surrogate's Court with guidance on petition, citation, and administration.
Probate Court Filing Guide: Illinois
Complete Illinois probate proceedings including supervised and independent administration options.
Probate Court Filing Guide: Pennsylvania
Navigate Pennsylvania probate through the Register of Wills with required filings and inventory deadlines.
Probate Court Filing Guide: Ohio
File for probate in Ohio including full estate, summary release, and small estate relief options.
Probate Court Filing Guide: Georgia
Understand Georgia probate procedures including solemn and common form probate options.
Probate Court Filing Guide: North Carolina
Navigate North Carolina estate administration through the Clerk of Superior Court.
Probate Court Filing Guide: Michigan
Complete Michigan probate including informal, formal, and supervised proceedings options.
Probate Court Filing Guide: New Jersey
File for probate in New Jersey Surrogate's Court with required documentation and fee information.
Probate Court Filing Guide: Virginia
Navigate Virginia probate through the Circuit Court including qualification and inventory requirements.
Probate Court Filing Guide: Washington
Complete Washington state probate with community property considerations and non-intervention powers.
Probate Court Filing Guide: Massachusetts
Navigate Massachusetts probate under the Uniform Probate Code with informal and formal options.
Probate Court Filing Guide: Arizona
File for probate in Arizona Superior Court with community property transfer and small estate options.
Probate Court Filing Guide: Colorado
Complete Colorado probate proceedings under the Uniform Probate Code with informal and formal petition options.
Probate Court Filing Guide: Tennessee
Navigate Tennessee probate through Chancery or Probate Court with required filings and bond information.
Probate Court Filing Guide: Maryland
File for probate in Maryland through the Register of Wills with administrative and judicial options.
Probate Court Filing Guide: Minnesota
Complete Minnesota probate under the Uniform Probate Code with informal, formal, and supervised options.
Probate Court Filing Guide: Wisconsin
Navigate Wisconsin probate including formal and informal administration, transfer by affidavit, and summary procedures.
Probate Court Filing Guide: Missouri
File for probate in Missouri Circuit Court with required letters testamentary and inventory deadlines.
Probate Court Filing Guide: Indiana
Navigate Indiana probate with supervised and unsupervised administration options and filing requirements.
Probate Court Filing Guide: Oregon
Complete Oregon probate proceedings including small estate affidavit eligibility and full probate steps.
Probate Court Filing Guide: Connecticut
Navigate Connecticut probate through district Probate Courts with required filings and fee schedules.
Probate Court Filing Guide: South Carolina
File for probate in South Carolina Probate Court with personal representative appointment and inventory requirements.