Alabama Estate Planning Drafting Software
Alabama follows common law property rules and has no state estate or inheritance tax. The state offers a simplified probate process for estates under $25,000 through small estate affidavits. Alabama attorneys should be aware of the elective share provisions that protect surviving spouses and the state's homestead exemption rules.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $25,000
- Property System
- Common Law
Practice Snapshot for Alabama Attorneys
Estate planning in Alabama is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate procedures are available for estates up to $25,000.
Local practitioners routinely navigate: Common law property state with elective share provisions, No state estate or inheritance tax, Small estate affidavit available for estates under $25,000, and Homestead exemption protections for surviving spouses.
Common Alabama filings and forms include: Alabama Durable Power of Attorney, Alabama Advance Directive for Health Care, and Small Estate Affidavit (estates under $25,000). Key Alabama statutory touchpoints include: Alabama Uniform Trust Code, Alabama Power of Attorney Act, and Elective share statute for surviving spouses.
Key Considerations for Alabama Attorneys
- —Common law property state with elective share provisions
- —No state estate or inheritance tax
- —Small estate affidavit available for estates under $25,000
- —Homestead exemption protections for surviving spouses
Alabama-Specific Documents
State-specific drafting language and formatting aligned with Alabama statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Alabama Durable Power of Attorney
- —Alabama Advance Directive for Health Care
- —Small Estate Affidavit (estates under $25,000)
Alabama Estate Planning Laws
- —Alabama Uniform Trust Code
- —Alabama Power of Attorney Act
- —Elective share statute for surviving spouses
What Statular Offers Alabama Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules