Important Notices
Educational Use Only
HeirForm provides educational tools only. The content, checklists, worksheets, and overviews are designed to help you understand estate planning concepts and prepare for a meeting with a licensed attorney.
Not a Law Firm
HeirForm is not a law firm and does not provide legal advice. No attorney-client relationship is formed by your use of this product.
Consult a Licensed Attorney
Consult a licensed attorney in your state before using any document or making decisions based on information from HeirForm.
State-Specific Rules
Estate planning laws — including witnessing, notarization, recording, and the availability of tools like TODD, TOD, and POD — vary by state and change over time.
Not Legally Binding
Materials provided by HeirForm are educational templates and preparation tools. They are not presented as legally binding documents.