Free Forms

Here are forms that you may use free of charge for your estate planning needs.  

These forms not identical to the documents I will draft for you if you hire me to do your individualized estate planning.  Without knowing you, I cannot tell you if they are a good fit for you or not.   I will say that they are not suited for someone doing long term care Medi-Cal planning, if you’re in that boat you should talk with an attorney.  They also won’t help avoid probate or provide any special tax advantages.  

Most people would benefit from additional terms and features that are specific to their needs, but I believe that with regard to your will, power of attorney, and advanced health care directive, something is almost always better than nothing.  So, I’m providing you with the statutory forms for free as a base level option but telling you that, when you are ready, a personalized document drafted by an attorney is well worth the time and investment.    

I have to say that I’ve seen people fill out forms incorrectly.  I think you should have an attorney looking over even simple forms.  But, if you are going to do them yourself, I’d rather you get them for free.  I don’t want someone else to charge you to use these forms when they were developed by the California legislature to be widely available.  (Power to the people!) 

These are the forms I use in my Easy Peasy Will Workshops, where I explain the forms and how to fill them out correctly in a group setting. 

Use these forms at your own risk.  Downloading them from my website does not create an attorney-client relationship between us.  Offering these free forms does not constitute legal advice.  In fact, I recommend that you hire me to give you legal advice or sign up for one of my Easy Peasy Will Workshops!

Also, while we are on the topic of forms, I feel that it is important to say that I highly recommend that you avoid doing your own revocable living trust.  I’ve seen smart people make costly mistakes and I don’t want that for you.  Hire an attorney to draft a trust, if not me then someone else.
http://ask-roxy.blogspot.com/2013/07/should-i-use-online-legal-forms.html#.UsHrIBZO7OE



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Roxanne Olson,
Dec 30, 2013, 12:59 PM
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Roxanne Olson,
Dec 30, 2013, 1:11 PM
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Roxanne Olson,
Dec 30, 2013, 1:07 PM