DIY Estate Plan for Married Couples Without Kids | Download
Complete estate plan ready to download, fill in the blanks, and sign. These are NOT one-size fits all documents. They are tailored to married couples without kids who have assets with a total value between $100,000 and $26 million.
If you are a married couple without kids and want to leave your assets to your spouse, then to a few (up to 5) people and/or charities, consider using these forms to create a joint trust, wills, powers of attorney, advance health care directives, HIPAA releases, and supporting documents.
If you are a married couple with children, or may have children in the future, consider the DIY Estate Plan for Married Parents.
If any of the following apply to you, these forms are not recommended for your use and may not achieve your goals:
Not Married (i.e. single, in a registered domestic partnership, or long-term relationship that is not recognized as “marriage” under federal tax law)
(If you have questions about continuing differences in how state and federal law treat marriage versus registered domestic partnerships, please contact me; there are still some legal distinctions)
Have children
Don’t want to leave all of your assets to your spouse first
Want to leave assets to your significant other (who is not your spouse), friend, other family members, or a charity and NOT your spouse (these forms do allow you to name friends, family, and/or charities to inherit AFTER your spouse)
Want to disinherit a family member
Not a California (and United States) resident, or have international assets, citizenship, or residency
Already have a trust and need to update it
All plans are gender neutral to support inclusivity of all people including non-binary individuals and same-sex couples. Check out our FAQ for more information.
Complete estate plan ready to download, fill in the blanks, and sign. These are NOT one-size fits all documents. They are tailored to married couples without kids who have assets with a total value between $100,000 and $26 million.
If you are a married couple without kids and want to leave your assets to your spouse, then to a few (up to 5) people and/or charities, consider using these forms to create a joint trust, wills, powers of attorney, advance health care directives, HIPAA releases, and supporting documents.
If you are a married couple with children, or may have children in the future, consider the DIY Estate Plan for Married Parents.
If any of the following apply to you, these forms are not recommended for your use and may not achieve your goals:
Not Married (i.e. single, in a registered domestic partnership, or long-term relationship that is not recognized as “marriage” under federal tax law)
(If you have questions about continuing differences in how state and federal law treat marriage versus registered domestic partnerships, please contact me; there are still some legal distinctions)
Have children
Don’t want to leave all of your assets to your spouse first
Want to leave assets to your significant other (who is not your spouse), friend, other family members, or a charity and NOT your spouse (these forms do allow you to name friends, family, and/or charities to inherit AFTER your spouse)
Want to disinherit a family member
Not a California (and United States) resident, or have international assets, citizenship, or residency
Already have a trust and need to update it
All plans are gender neutral to support inclusivity of all people including non-binary individuals and same-sex couples. Check out our FAQ for more information.
Complete estate plan ready to download, fill in the blanks, and sign. These are NOT one-size fits all documents. They are tailored to married couples without kids who have assets with a total value between $100,000 and $26 million.
If you are a married couple without kids and want to leave your assets to your spouse, then to a few (up to 5) people and/or charities, consider using these forms to create a joint trust, wills, powers of attorney, advance health care directives, HIPAA releases, and supporting documents.
If you are a married couple with children, or may have children in the future, consider the DIY Estate Plan for Married Parents.
If any of the following apply to you, these forms are not recommended for your use and may not achieve your goals:
Not Married (i.e. single, in a registered domestic partnership, or long-term relationship that is not recognized as “marriage” under federal tax law)
(If you have questions about continuing differences in how state and federal law treat marriage versus registered domestic partnerships, please contact me; there are still some legal distinctions)
Have children
Don’t want to leave all of your assets to your spouse first
Want to leave assets to your significant other (who is not your spouse), friend, other family members, or a charity and NOT your spouse (these forms do allow you to name friends, family, and/or charities to inherit AFTER your spouse)
Want to disinherit a family member
Not a California (and United States) resident, or have international assets, citizenship, or residency
Already have a trust and need to update it
All plans are gender neutral to support inclusivity of all people including non-binary individuals and same-sex couples. Check out our FAQ for more information.
