DIY Estate Plan for Married Parents | 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 parents who have assets with a total value between $100,000 and $26 million.
If you are a married parent and want to leave your assets to your spouse, then equally to your kids, 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 without children, consider the DIY Estate Plan for Married Couples Without Kids.
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)
Don’t have kids and don’t plan to have kids
Don’t want to leave all of your assets to your spouse, and then equally to your kids
Have a blended family (i.e. stepkids)
Want to leave assets to your significant other, friend, other family members, or a charity
Want to disinherit a family member
Not a California (and United States) resident, or have international assets, citizenship, or residency
Have kids with special needs
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 parents who have assets with a total value between $100,000 and $26 million.
If you are a married parent and want to leave your assets to your spouse, then equally to your kids, 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 without children, consider the DIY Estate Plan for Married Couples Without Kids.
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)
Don’t have kids and don’t plan to have kids
Don’t want to leave all of your assets to your spouse, and then equally to your kids
Have a blended family (i.e. stepkids)
Want to leave assets to your significant other, friend, other family members, or a charity
Want to disinherit a family member
Not a California (and United States) resident, or have international assets, citizenship, or residency
Have kids with special needs
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 parents who have assets with a total value between $100,000 and $26 million.
If you are a married parent and want to leave your assets to your spouse, then equally to your kids, 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 without children, consider the DIY Estate Plan for Married Couples Without Kids.
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)
Don’t have kids and don’t plan to have kids
Don’t want to leave all of your assets to your spouse, and then equally to your kids
Have a blended family (i.e. stepkids)
Want to leave assets to your significant other, friend, other family members, or a charity
Want to disinherit a family member
Not a California (and United States) resident, or have international assets, citizenship, or residency
Have kids with special needs
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.
