Illinois Complete Estate Plan Kit with Living Trust and Transfer on Death Instrument (9 Templates)

Illinois Complete Estate Plan Kit with Living Trust and Transfer on Death Instrument (9 Templates)

The complete Illinois estate plan in one download: a revocable living trust with its funding assignment, a pour-over will, the statutory short form powers of attorney for property and for health care, the statutory living will declaration, a HIPAA release, final memorial plans with the statutory appointment of agent to control disposition of remains, and a recordable Transfer on Death Instrument for real property.

What's included

• Start Here cover with contents and a signing-requirements chart
• Power of Attorney for Health Care (9 pages): the Illinois Statutory Short Form Power of Attorney for Health Care in 755 ILCS 45/4-10, reproduced verbatim with its required Notice, successor agents, life-sustaining treatment choices, and the optional delayed-revocation election.
• Living Will Declaration (4 pages): the statutory Declaration form in the Illinois Living Will Act, 755 ILCS 35/3(e), reproduced verbatim, with room for additional directions the Act permits. It applies to death delaying procedures in a terminal condition and, since January 1, 2026, is not operative while an authorized health care agent is available (755 ILCS 35/3.5).
• HIPAA Authorization / Release (10 pages): lets the people named receive protected health information from doctors, hospitals and health plans. Built on the federal core elements (45 C.F.R. §164.508), with an optional consent for mental health and developmental disabilities records containing each element of 740 ILCS 110/5, specific release lines for HIV-related information and genetic test results, an optional psychotherapy-notes exhibit, and a revocation form.
• Final Memorial Plans (9 pages): written wishes for burial, cremation or other disposition, services, and costs, plus the statutory Appointment of Agent to Control Disposition of Remains in the Disposition of Remains Act, 755 ILCS 65/10, reproduced verbatim.
• Statutory Short Form Power of Attorney for Property (14 pages): the three-part statutory property power in 755 ILCS 45/3-3, reproduced verbatim: the Notice to the Individual Signing on a 14-point coversheet, the form, and the Notice to Agent, plus the statutory Agent's and Successor Agent's Certification and Acceptance of Authority forms (755 ILCS 45/2-8, 2-10.3).
• Revocable Living Trust (11 pages): a single-settlor trust under the Illinois Trust Code that states expressly that it is revocable and amendable (760 ILCS 3/602), with incapacity and successor trustee provisions, Schedule A (trust property record), funding notes, and a Certification of Trust containing each item required by 760 ILCS 3/1013.
• Pour-Over Will (7 pages): a will that sends assets left in the signer's individual name to the trustee of an existing living trust at death (755 ILCS 5/4-4), names an executor and a guardian for minor children, and includes an attestation clause stating the facts that prove a will under 755 ILCS 5/6-4. A pour-over will does not by itself avoid probate.
• Transfer on Death Instrument (12 pages): a recordable transfer on death instrument under the Real Property Transfer on Death Instrument Act (755 ILCS 27), with the witness attestation the Act requires, an option to name the trustee of a living trust, an optional spouse waiver, a revocation instrument, a notice of death affidavit, and an Exhibit A. It may help Illinois real property pass outside probate.
• General Assignment to Trust (6 pages): assigns household goods, personal effects and other personal property to the revocable living trust, with trustee acceptance and a schedule for describing specific assets.

Each document starts on its own page with plain-English completion notes, followed by the blank form. Where Illinois law supplies a form, the statutory wording is reproduced verbatim.

Signing requirements (Illinois)

• Power of Attorney for Health Care: sign and date in front of one witness aged 18 or older. Relatives of the signer or of any agent, the agents themselves, and certain health care providers and facility owners may not witness (755 ILCS 45/4-5.1). No notary is required.
• Living Will Declaration: signed by the declarant and witnessed by two individuals aged 18 or older (755 ILCS 35/3(b)). No notary is required.
• HIPAA Authorization / Release: signature and date only; no witnesses or notary are required. The optional mental health consent has its own signature and a calendar expiration date (740 ILCS 110/5).
• Final Memorial Plans: the Appointment of Agent to Control Disposition of Remains is signed by the person making it and by the agent, and the maker's signature is notarized (755 ILCS 65/15). No witnesses are required.
• Statutory Short Form Power of Attorney for Property: signed before one witness and a notary; the notary may not also be the witness, and relatives of the signer or of any agent, the agents, and certain providers may serve as neither (755 ILCS 45/3-3.6).
• Revocable Living Trust: signed by the settlor as settlor and trustee; the Illinois Trust Code requires no witness or notary, and a notary acknowledgment is included and recommended.
• Pour-Over Will: signed by the testator and attested in the testator's presence by two or more credible witnesses (755 ILCS 5/4-3). The trust must be signed first (755 ILCS 5/4-4). No notary is required.
• Transfer on Death Instrument: signed before two credible witnesses who attest in writing, with the owner's and witnesses' signatures acknowledged before a notary, and recorded before death with the county recorder (755 ILCS 27/40, 27/45).
• General Assignment to Trust: signed by the owner and accepted by the trustee; a notary is optional and recommended.

File formats

Editable Word (.docx) and print-ready PDF (US Letter) for every document, delivered as a ZIP digital download. Nothing is shipped.

Legal research last verified September 29, 2026.

This is a fill-in template, not legal advice. Laws change; check your state's current requirements before signing.

Licensed to the original purchaser for personal use only; not for resale or redistribution.

Some content in this template was drafted with the help of AI tools and reviewed before listing.