Indiana Estate Planning Drafting Software
Indiana eliminated its inheritance tax in 2022, making estate planning more straightforward. The state offers transfer on death deeds and unsupervised administration options that can simplify estate settlement and reduce costs.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $50,000
- Property System
- Common Law
Practice Snapshot for Indiana Attorneys
Estate planning in Indiana 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 $50,000.
Local practitioners routinely navigate: No state estate or inheritance tax (eliminated 2022), Transfer on Death Deeds available, Unsupervised administration option, and TOD registration for vehicles.
Common Indiana filings and forms include: Indiana Deeds, Indiana Durable Power of Attorney, and Indiana Living Will Declaration. Key Indiana statutory touchpoints include: Indiana Trust Code, Transfer on Death Property Act, and Probate Code (unsupervised administration).
Key Considerations for Indiana Attorneys
- —No state estate or inheritance tax (eliminated 2022)
- —Transfer on Death Deeds available
- —Unsupervised administration option
- —TOD registration for vehicles
Indiana-Specific Documents
State-specific drafting language and formatting aligned with Indiana 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
- —Indiana Deeds
- —Indiana Durable Power of Attorney
- —Indiana Living Will Declaration
Indiana Estate Planning Laws
- —Indiana Trust Code
- —Transfer on Death Property Act
- —Probate Code (unsupervised administration)
What Statular Offers Indiana 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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Join Indiana attorneys using Statular for estate planning document automation.
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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