Check out these free downloads!

DISCLAIMER: These forms are provided for general information purposes only and are not a substitute for the advice of an experienced legal professional. These forms do not constitute legal advice and do not create an attorney-client relationship with Ramsey Law, PLLC. Please contact an estate planning attorney to ensure you have everything you need to protect yourself and your loved ones.

ADULTING CHECKLIST

Geared towards young adults

NECESSARY INFORMATION CHECKLIST

Great for gathering and organizing important information and documentation in case someone needs to act on your behalf

IMPORTANT INFORMATION ORGANIZER

Fill-in-the-blank form to record important information for those who may need to act on your behalf

HOW TO TALK TO YOUR PARENTS

ABOUT ESTATE PLANNING

Learn more about firm services and pricing:

Estate Planning

(Wills, Trusts, Powers of Attorney, POA Package for Young Adults, Guardian Designations, Transfer on Death Deeds, Ladybird Deeds, etc.) These are documents designed to entrust the RIGHT people to make decisions in the event of a serious illness/injury or death, exclude people who should not be in positions of power, set up assets to pass how you want, and protect loved ones.

Probate Estates

(Probate of Wills, Heirship Determinations, Affidavits of Heirship, Small Estate Affidavits, Applications to Sell Property, etc.) This includes the legal paperwork, and often court proceedings, involved in dealing with someone’s property, financial assets, and debts after they pass.

Guardianship

(Guardian of Estate, Guardian of Person, Court Management Trusts) This includes the legal paperwork and court proceedings involved in managing the personal, medical, and/or financial affairs of a person who lacks capacity to manage their own affairs.

Downloads