forms library
Organized By Topic
Information gathering is an important aspect of estate planning and administration. The Forms Library contains many planning tools that can be helpful in organizing the affairs of an estate. The Estate Digital Lockbox™ will be a secure host-site for this information. In addition to the Forms Library, access to individual forms may also be obtained through direct links within each Topic. Forms can be easily printed or shared through email.
The Forms Library provides a shortcut to access any document, form, or checklist. For example the form "Contact Information" is referenced in five different Topics. It is the same form no matter where it occurs.
To locate a document, form, or checklist:
- Locate the form name, if known, by scanning the listings or scrolling to the applicable Topic.
- Click to open the form.
You may choose to organize forms and gather information for documents prior to completing Steps within a Topic.
Topic 1- Final Days
- Asset Information
- Contact Information
- Dependent Information
- Funeral Arrangements
- Legal Information
- Miscellaneous Personal Items
- Monthly Finances
- Pet Care
- Safe Deposit Box
Topic 2- Planning a Traditional Funeral
- Contact Information
- Employment Information
- Funeral Arrangements
- Medical Records
- National Average Cost of an Adult Funeral
- Personal Information
- Checklist - Activities Prior to the Funeral
- Checklist - Day Of Funeral
Topic 3- First Days After Death
- Asset Information
- Contact Information
- Employment Information
- Executor Expenses
- Insurance Policies
- Legal Information
- Monthly Finances
- Personal Accounts
- Personal Information
- Personal Property Inventory
- Safe Deposit Box
- Checklist - Important Papers
Topic 4- The Living Trust
- Asset Information
- Asset Summary
- Personal Property Inventory
- Miscellaneous Personal Items
- Real Estate Records
Topic 5- Open The Probate Process
- Asset Information
- Insurance policies
- Legal Information
- Personal Information
- Personal Property Inventory
- Real Estate Records
Topic 6- Gather Information and Make Notificaitons
- Asset Information
- Employment Information
- Insurance Policies
- Medical Records
- Monthly Finances
- Personal Accounts
- Personal Information
- Safe Deposit Box
Topic 6- Gather Information and Make Notificaitons- Sample Forms
- Cease Collections
- Creditor Notification Letter
- Drivers License Cancellation Letter
- Passport Cancellation Letter
- Voters Registration Cancellation Letter
- Credit Reporting Notification
Topic 7- Organize Finances and Pay Bills
Topic 8- Inventory and Appraise Assets
- Asset Information
- Miscelleous Personal Items
- Monthly Finances
- Personal Property Inventory
- Real EstateRecords
Topic 9- Pay Estate Taxes and Expenses
Topic 10- Distribute Non-Probate Assets
- Asset Information
- Asset Summary
- Contact Information
- Insurance Policies
- Miscelleous Personal Items
- Personal Property Inventory
Topic 11- Close Probate
- Asset Information
- Contact Information
- Monthly Expenses
- Personal Accounts
- Personal Property Inventory