Templates by Word

Will & Estate Planning

Regardless of how cliché it sounds, life is unpredictable as well as transient. Who knows what could happen in the next moment, the next hour, or the next day? This is precisely why making a will and planning your estate becomes important. Since we are here to provide you with an easier and affordable action for all your legal requirements, we put together a Will & Estate Planning template package. The significance of this template package is that it gives you a stress-free way to deal with the legalities in context, and also, it makes the entire task much cheaper.
Our specialized team of experienced professionals created a variety of sub-templates required for Will & Estate Planning. The package includes multiple affidavits, agreements, and attorney-related documents:

  1. ✓ Affidavit Templates
  2. ✓ Affidavit Templates
  3. ✓ Financial Affidavit
  4. ✓ Gift Affidavit
  5. ✓ IOU
  6. ✓ Loan Agreement
  7. ✓ Power of Attorney
  8. ✓ Promissory Note
  9. ✓ Revocation of Power of Attorney
  10. ✓ Room Rental Agreement
  11. ✓ Stock Purchase Agreement
  12. ✓ Tolling Agreement

Features of Will & Estate Planning Templates:

  • The templates can be easily customized – you can change names, and fill in blanks wherever provided. You can also alter the text – add, subtract, modify it as per your need.
  • The general customizable text has been made prominent for further convenience.
  • All the templates consisting of the package are available for download in different formats. You can choose as per suitability.
  • The legal terms and jargon in the text have been verified for semantic accuracy.
  • The text in all the documents/sub-templates is up-to-date.

The Will & Estate Planning template package is created with minute precision and helps you take care of all your requirements in an easygoing manner. Allow us also soothe all your worries by informing you that the legal text, in entirety, has been examined and revised by a legal attorney.
Please note that quite a number of people are new to legal formalities and jargon, and hence, tend to be unable to understand it. We would especially like to encourage them to consult with a professional attorney.

More templates from this category…

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1.Affidavit of Identity

An affidavit is a lawfully binding document that is used to declare a statement or a fact as the truth under the law. Affidavits are used for a wide variety of purposes such as for protecting your property or declaring the heirs of your property.
The truthfulness of the statement declared in the affidavit becomes lawfully punishable if violated as they are signed by a notary in the presence of a witness.
These templates can be used to draft several affidavits with pre-written legal text and generic language that you will be required. All the critical legal terms such as the Affiant, penalty of perjury, and witnesses have been included in the template.
You can draft an affidavit simply by inserting the specifics into the report. The templates are available in various downloadable formats and are easy to edit.(Read More…)

2.Demand For Payment Letter

A Demand For Payment Letter is a document that lays down the particulars of an impending payment after the due date has elapsed. It is an official letter that is sent to an indebted person to notify them of the details of the debt and the consequences that may arise on further ignorance.
If your repeated efforts of obtaining a payment through non-formal means have been ignored, you can file this letter and take the lawful route.
By using our document template, it becomes easy to draft this letter accurately and within government guidelines. The template contains the legal formatting and text, verified by a qualified attorney.
These templates are free to download and insert your specifics into the letter, taking care of the lawful appropriateness of the draft. Critical elements such as Debt Date, Debt Details and Consequences of non-payment etc have already been included in the template, to ensure the factual strength of the document.(Read More…)

3.Financial Affidavit

A Financial Affidavit is a legal statement testifying the financial conditions and circumstances of an individual. A person may use the affidavit to swear under the law that their economic conditions are accurate as described in the testimony.
Just like other affidavits, the truthfulness of the statements mentioned in the content is punishable under the law if they deviate from reality. The primary of the use case of the document is in judicial courts where one needs to testify their financial status.
You can download our document template to draft the affidavit with full legal authenticity. The model contains the constitutional text and framework required for filing the affidavit; you have to add your specifics.
This can be done by editing the document in the format of your choice. The template saves time and provides factual strength to your affidavit by incorporating essential elements like the Affiant, Source of Income, Monthly Expenses and more.(Read More…)

5.Gift Affidavit

A Gift Affidavit is a legal statement that documents the details of an item gifted to someone by an individual. By filing an affidavit, the person testifies under the law, the exact details and composition of the gift, to protect any legal consequences that may arise otherwise.
The document is generally used in the cases when the gifted item has a high monetary value. It is rightfully attested by the oath that the item was not loaned, sold or given on rent by the gifter.
For legal authenticity, the document contains the critical elements such as details of Gift Giver, Gift and the recipient.
Users can draft the affidavit by downloading our ready-to-use template, containing the legal framework and text. The model ensures the lawful integrity of your document and removes legal loopholes caused by the ambiguous wording.(Read More…)


An IOU in financial terms is referred to as a document used for recording a debt taken by a person from a lender. The details of the debt such as the sum of money given in debt and the time of debt are documented in it.
By signing an IOU, you are legally bound to the lender and terms of the document warrant a legal treatment from there on. It is usually used to maintain a record of the debt in most cases.
It goes by the names of Registered Warrant and the “I Owe You” form.
Our template allows you to quickly draft the document by using a fully editable electronic file that contains all the legal terms required for the paper, duly checked by a practicing attorney.
Simply insert the specific information related to the person you are taking or giving the debt to complete the process.(Read More…)

7.Loan Agreement

A Loan Agreement is a lawfully enforced document that lays down the details of a loan transaction between two people. By signing this document, the borrower is obliged under the law to repay the loan amount according to the time duration mentioned in the agreement and the lender is legally liable to lend the sum without fail.
The document is signed as security for both the parties and helps in maintaining the agreement terms lawfully. This paper is a state-specific document and warrants a separate format for each state.
Simply add your details to the template, revise the terms you wish to keep. The paper will help you strengthen your loan transaction with attorney-verified use of legal text.(Read More…)

8.Power of Attorney

A Power of Attorney is a legal document that establishes a lawfully enforced relationship between two people where one of them grants the other with the power to exercise control over personal or business assets.
The original owner of the assets is called the Principal and the person being made in charge, is called the Agent. This is another state-specific document and is planned when someone wants to transfer the responsibility of significant assets to a person of trust.
The decisive parameters such as Agent details, Grant of Authority and Signatures have been incorporated in the template.(Read More…)

9.Promissory Note

A Promissory Note is a legal document that establishes a constitutional relationship between two parties involved in lending and borrowing of a sum of money. The note recognizes the two as lender and borrower. It is used to enforce the debt with a written promise that it is liable to be paid by a given due date.
It has two types; secured and unsecured, that refer to the situation when some variety of asset security is written into the note for against the debt, while the latter has no such condition. The template contains the required legal framework verified by an attorney for authenticity.(Read More…)

10.Revocation of Power of Attorney

A Revocation of Power of Attorney is a legal document for revoking or nullifying the Power of Attorney of business or personal asset/responsibility previously assigned to a person by the original owner (Principal). It can be used when the owner changes their mind about the power of attorney assignment.
The document, also known by the names of Durable Power of Attorney Revocation, is specific to every state and contains some essential terms such as Former Agent, Principal, and Signatures.
To simplify the drafting process, you can download our ready-to-use document templates, which contain all the necessary legal terms and framework.(Read More…)

11.Room Rental Agreement

A Room Rental Agreement is a written legal document in which a tenant agrees to a set of rules and expectations when they sublet or rent the room to another person(s). The agreement lawfully enforces the agreed terms and conditions on the tenant and helps the owner of the property to protect their interest.
The legal structure of the report alters with states and is also sometimes called a sublease agreement. Note that this document is different from roommate agreement.
You can assure the legal decorum to be maintained while subletting the room to someone by using our document template. It has been verified for lawful appropriateness and already contains the set of statements required to sign the document.(Read More…)

12.Stock Purchase Agreement

A Stock Purchase Agreement is a legal agreement signed between the purchasers of the stock shares and the company that offers it. It protects the interests of both the parties and helps establish the details of the transaction.
Many companies offer stock shares to their employees and others to gain influence for the company or to develop their business. The agreement contains some essential elements such as the number of shares purchased, buyer’s details, date of purchase and more. If you’re looking to create shares in your company, this document will facilitate the process.
It contains the legal structure used for signing the document and has been verified by a qualified attorney for authenticity. It also permits you to protect your company’s shares under the authority by avoiding loopholes in the legal text.(Read More…)

13.Tolling Agreement

A Tolling Agreement is a legal agreement made between a party and other parties wherein they legally agree to toll a set of statements, regulations or policies that generally produce legal consequences. The agreement may or may not lead to a lawsuit and documents the duration of time in which these lawsuits may be filed.
This state-specific report is normally used for tolling statute of repose where the parties provide legal written permission to let go of their legal defense in case of a lawsuit. The document recognizes some important elements such as Declaration of No Liability, Party information etc. and more.
The legal structure of the document has been validated by a practicing attorney-at-law for official authenticity.(Read More…)