Create Working Documents | Estate Law Aid

Draft and upload safety

Use copies, keep originals safe, and treat downloads as working materials until review is complete.

Generated files, summaries, and checklists can help you organize, but they are not legal advice and are not safe-to-sign final documents unless the required review and finalization steps are actually completed.

Important: this workspace creates printable planning drafts and summaries only. Do not sign estate planning documents until state signing, witness, notary, capacity, and legal requirements have been reviewed. This site is not a law firm and does not provide legal advice.

How this works: Select the documents you want, answer the estate-planning questions once, then print the assembled draft package. Real payments, attorney review, e-signature, secure vault, and final state-specific document assembly are not configured in this workspace.

1. Basic information

Full legal name Email Phone State County Marital / relationship status Spouse/partner name Do you have children?

2. Family, beneficiaries, and gifts

Children, family members, and important people 0 / 2500 Beneficiaries and intended shares 0 / 2500 Specific gifts and personal property 0 / 1500

3. Assets and debts

Asset categories Home or real estate Out-of-state property Bank accounts Retirement accounts Life insurance Brokerage/investments Business interests Vehicles Jewelry, art, collectibles, or valuable property Digital assets or crypto Debts, mortgages, loans, or estate accounting concerns I need help organizing assets

Asset details 0 / 3000

4. Fiduciaries and decision-makers

Executor Backup executor Trustee Successor trustee Guardian for minor children Backup guardian Financial power of attorney agent Backup financial agent Health care agent / proxy Backup health care agent

5. Trust, health, pets, digital assets, and probate

Trust goals Distribution style Health care wishes Funeral / burial / memorial wishes

Pet care instructions 0 / 1000 Digital asset instructions 0 / 1500 Probate, executor, trustee, or family concerns 0 / 2000

Attorney-review flags Minor children Special needs or disability Family conflict or possible contest Blended family / second marriage Real estate Business interests Out-of-state property Estate, fiduciary, or accounting concerns Medicaid or long-term care concerns Probate deadline or court papers

Create / Download Templates Attorney Add-Ons Downloads Google Docs

What happens next

A simple path from question to organized documents.

1Start free

Answer only what you know now. Missing details can be saved for later.

2Name and save

Keep one matter home for drafts, uploaded-copy records, people, assets, and notes.

3Create working files

Print or download draft files for review, including PDF, Word-compatible, RTF, TXT, HTML, JSON, and Google Docs workflow options where available.

4Choose review

Self-guided help is separate from optional attorney review. Drafts are not final or safe to sign until the right finalization steps are complete.

Create Working Estate Documents

Use copies, keep originals safe, and treat downloads as working materials until review is complete.

1. Basic information

2. Family, beneficiaries, and gifts

3. Assets and debts

4. Fiduciaries and decision-makers

5. Trust, health, pets, digital assets, and probate

A simple path from question to organized documents.