We don’t endorse specific sources and services. That said, some we do find useful. We do recommend consulting a qualified attorney, particularly if your situation is complicated. If it isn’t, then you may want to look at either Trust & Will or Quicken Willmaker. Both help with templates and neither is a law firm. Both do provide paths to add legal advice. If your situation is more complicated and you want to find someone local Elder Law Answers may be helpful. If your situation is large financially as well as complicated, your legal and financial advisors may be able to recommend a Trust & Estate specialist.

Frequently Asked Questions on Estate Taxes, IRS

Frequently Asked Questions on New Tax Rules for Executors, IRS

Estate Planning Basics, Legal Zoom

How an Estate Is Settled If There's No Will: Intestate Succession, Nolo

Estate and Inheritance Taxes Are More Complicated For Immigrants, MYRA