Free Estate Planning Documents

Is Free Really Free?

Generally, Free Estate Planning Documents are NOT a good idea. You get what you pay for, and you pay for what you get. If you can afford legal advice regarding such documents, it is well worth it. At the same time, sometimes free is appropriate and beneficial. This is particularly true in situations where due to age or illness help is genuinely needed, but the resources are not there to justify spending money on legal fees.

There are several commercial websites that offer free documents. Some are better than others. Some simply copy or hijack the free government sponsored documents for their own use. In general, as far as free forms are concerned, we favor the government or state bar sponsored versions. Most of the time there will be no “up-sale” following your download. We have done some searching, and listed our top preferences.

If your finances or family situation is such that the free documents are a good thing for you, we suggest you start looking here:

Arizona

Powers of attorney and Related Forms: https://superiorcourt.maricopa.gov/llrc/power-of-attorney-forms/
Health Care and Mental Health Care Forms: https://www.azcourts.gov/selfservicecenter/Powers-of-Attorney
General Power of Attorney Form: https://superiorcourt.maricopa.gov/media/3478/gnpoa1z.pdf
Health Care Power of Attorney Form: https://www.azag.gov/sites/default/files/docs/seniors/life-care/2018/LCP_Packet_fillable-PoA.pdf
Health Care POA Instructions: https://www.azag.gov/sites/default/files/docs/seniors/life-care/2020/Medical_POA-FINAL_2020-03.pdf
Automobile Power of Attorney: https://apps.azdot.gov/files/mvd/mvd-forms-lib/48-1001.pdf

California

Franchise Tax Board: https://www.ftb.ca.gov/tax-pros/power-of-attorney/index.html
Advanced Health Care Directive: https://oag.ca.gov/sites/all/files/agweb/pdfs/consumers/ProbateCodeAdvancedHealthCareDirectiveForm-fillable.pdf
Power of Attorney: https://saclaw.org/wp-content/uploads/lrg-power-of-attorney.pdf

Florida

Department of Revenue: https://floridarevenue.com/Forms_library/current/dr835.pdf
State Bar Pamphlet: https://www.floridabar.org/public/consumer/pamphlet13/

Texas

Tax Forms: https://comptroller.texas.gov/taxes/forms/power-of-attorney.php
Power of Attorney: https://powerofattorney.wiki/texas/
Statutory Durable General Power of Attorney: https://www.hhs.texas.gov/regulations/forms/advance-directives/sdpoa-statutory-durable-power-attorney
Motor Vehicle: https://www.txdmv.gov/sites/default/files/form_files/VTR-271.pdf