Estate planning documents online: Fill out & sign online

Here's how it works

01. Edit your estate planning documents online online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send online estate planning via email, link, or fax. You can also download it, export it or print it out.

How to edit Estate planning in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling paperwork with our comprehensive and user-friendly PDF editor is simple. Follow the instructions below to fill out Estate planning online easily and quickly:

Log in to your account. Sign up with your email and password or create a free account to try the service prior to upgrading the subscription.
Import a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Estate planning. Effortlessly add and highlight text, insert images, checkmarks, and symbols, drop new fillable fields, and rearrange or remove pages from your paperwork.
Get the Estate planning accomplished. Download your updated document, export it to the cloud, print it from the editor, or share it with other participants via a Shareable link or as an email attachment.

Take advantage of DocHub, one of the most easy-to-use editors to quickly handle your documentation online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

Whats the difference between a will and estate planning?

Disadvantages of Estate Planning: Cost: Estate planning can be expensive, especially if you create a detailed plan. Time: Estate planning can be time-consuming, as it requires gathering financial and legal documents, making important decisions, and reviewing and updating your plan regularly.

Why do people avoid estate planning?

They dont like to think about (or are afraid of) death Many topics discussed during estate planning sessions require thinking about your death or a partners death and what happens after that. This isnt an easy topic.

Which may be considered a disadvantage of using a trust for estate planning?

Your Assets Might Not Be Protected: Another crucial point to note is that not all trusts offer protection from creditors. For instance, in revocable trusts, the assets are not protected from creditors as the grantor retains control of the assets. Potential Tax Burdens: Finally, trusts can carry potential tax burdens.

What is the estate planning process?

Estate planning tasks include making a will, setting up trusts, making charitable donations to limit estate taxes, naming an executor and beneficiaries, and setting up funeral arrangements. A will gives instructions about property and custody of minor children.

What is the 3 year rule in estate planning?

The three year rule affects certain gifts and transfers made within three years of death. Heres a straightforward breakdown: If you transfer certain assets or give up control over them within three years of your death, those assets might be included in your estate for tax purposes.

What are the disadvantages of estate planning?

They dont like to think about (or are afraid of) death Many topics discussed during estate planning sessions require thinking about your death or a partners death and what happens after that. This isnt an easy topic. 7 Common Reasons People Avoid Estate Planning - Tseng Law Firm tsenglawfirm.com 7-common-reasons-people-av tsenglawfirm.com 7-common-reasons-people-av

What is the 5 by 5 rule in estate planning?

A will covers what will happen to your family and property after you die. An estate plan has a will but also includes other documents protecting your family and property while you are alive but incapacitated. An estate plan guides your loved ones in handling your financial affairs and medical care.

Estate planning 2025

Here's how it works