Estate plan requirements by state
A complete estate plan has four documents: a will, a living trust, a power of attorney, and a healthcare directive. Each state has different rules for executing them. Here’s what your state requires.
What every state requires
- •Will: written, signed, and witnessed: every state requires a written will signed by the person making it. All states except Pennsylvania require at least 2 witnesses.
- •Living trust: written and signed: a trust must be in writing and signed by the settlor. Most states do not require witnesses or notarization for the trust document itself, though notarization is needed to transfer real property.
- •Power of attorney: signed and typically notarized: most states require notarization. Some also require witnesses. A durable POA survives your incapacity so your agent can act when you cannot.
- •Healthcare directive: signed and witnessed: most states require witnesses (typically 2). Some accept notarization as an alternative. This document covers medical decisions and end-of-life care.
- •Legal capacity: all four documents require you to be of sound mind. Most states require age 18+ (Georgia: 14+ for wills; Louisiana: 16+).
What varies by state
- •Witness and notarization combinations: some states require both witnesses and notarization for certain documents, while others require only one or the other
- •Community property rules: 9 states treat property acquired during marriage as jointly owned, which affects all four documents (AZ, CA, ID, LA, NV, NM, TX, WA, WI)
- •Electronic wills: 11 states allow fully electronic will execution. Trust, POA, and healthcare directive e-signing laws vary separately.
- •Remote online notarization (RON): all 50 states now allow you to get documents notarized over a live video call instead of in person. The year each state authorized RON is shown in the table below.
- •Remote online witnessing (ROW): some states allow witnesses to observe your signing over a live video call instead of being physically present. A few states cover all estate planning documents, while others limit ROW to wills only (marked with *). Some states require a supervising attorney.
- •Healthcare directive alternatives: some states accept notarization in place of witnesses, or allow fewer witnesses than the standard
- •POA witness requirements: most states require only notarization, but some (like Arizona and Florida) require both witnesses and a notary
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2023
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2022
ROW
No
Will
2W
Trust
—
POA
1W + N
Healthcare Dir.
1W
E-will
2019
RON
2020
ROW
2019
Community property
Yes
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2021
ROW
No
Will
2W
Trust
—
POA
2W
Healthcare Dir.
2W
E-will
No
RON
2024
ROW
No
Community property
Yes
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
2022
RON
2020
ROW
2021*
Will
2W
Trust
—
POA
2W + N
Healthcare Dir.
2W
E-will
No
RON
2023
ROW
No
Will
2W
Trust
1W
POA
1W + N
Healthcare Dir.
2W
E-will
No
RON
2023
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
2023
RON
2023
ROW
No
Will
2W
Trust
2W
POA
2W + N
Healthcare Dir.
2W
E-will
2019
RON
2019
ROW
2020
Will
2W
Trust
—
POA
1W + N
Healthcare Dir.
2W
E-will
No
RON
2022
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2020
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
—
E-will
2023
RON
2019
ROW
2023*
Community property
Yes
Will
2W
Trust
—
POA
1W + N
Healthcare Dir.
1W
E-will
No
RON
2021
ROW
2021*
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
2018
RON
2018
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2019
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2022
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2019
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2022
ROW
No
Will
2W
Trust
—
POA
2W + N
Healthcare Dir.
2W
E-will
2021
RON
2020
ROW
2022
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2023
ROW
No
Will
2W
Trust
—
POA
2W
Healthcare Dir.
2W
E-will
No
RON
2018
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2018
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2022
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W + N
E-will
No
RON
2020
ROW
2025*
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2015
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2019
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
2017
RON
2017
ROW
2017
Community property
Yes
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2022
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2020
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
—
E-will
No
RON
2021
ROW
No
Community property
Yes
Will
2W
Trust
2W
POA
2W + N
Healthcare Dir.
2W
E-will
No
RON
2021
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W + N
E-will
No
RON
2020
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
2021
RON
2019
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2019
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2019
ROW
2024*
Will
2W
Trust
—
POA
—
Healthcare Dir.
2W
E-will
No
RON
2021
ROW
No
Will
—
Trust
—
POA
2W + N
Healthcare Dir.
2W
E-will
No
RON
2020
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2023
ROW
No
Will
2W
Trust
—
POA
2W + N
Healthcare Dir.
2W + N
E-will
No
RON
2021
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2020
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2019
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2018
ROW
No
Community property
Yes
Will
2W
Trust
—
POA
N
Healthcare Dir.
1W
E-will
2020
RON
2019
ROW
2020
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2019
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2012
ROW
No
Will
2W
Trust
—
POA
2W
Healthcare Dir.
2W
E-will
2022
RON
2020
ROW
2022
Community property
Yes
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W + N
E-will
No
RON
2020
ROW
No
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2020
ROW
2024*
Community property
Yes
Will
2W
Trust
—
POA
N
Healthcare Dir.
2W
E-will
No
RON
2021
ROW
No
This information is general in nature and not legal advice. Estate planning requirements change as states update their laws. Consult a licensed estate planning attorney in your state for guidance specific to your situation.
Available for 49 states and D.C. Louisiana is not available due to its unique Civil Code requirements.