Kentucky Estate Planning Drafting Software
Kentucky imposes an inheritance tax on non-exempt beneficiaries, though close family members (Class A) are exempt. The state maintains dower and curtesy rights that affect spousal inheritance. Transfer on death deeds provide probate avoidance options for real property.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $15,000
- Property System
- Common Law
Practice Snapshot for Kentucky Attorneys
Estate planning in Kentucky 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 $15,000.
Local practitioners routinely navigate: Inheritance tax on certain beneficiaries, Class A beneficiaries exempt (spouse, children, parents), Dower and curtesy rights, and Transfer on Death Deed available.
Common Kentucky filings and forms include: Kentucky Deeds, Kentucky Durable Power of Attorney, Kentucky Living Will Directive, and Kentucky Inheritance Tax forms. Key Kentucky statutory touchpoints include: Kentucky Inheritance Tax, Dower and curtesy provisions, and Transfer on Death Deed Act.
Key Considerations for Kentucky Attorneys
- —Inheritance tax on certain beneficiaries
- —Class A beneficiaries exempt (spouse, children, parents)
- —Dower and curtesy rights
- —Transfer on Death Deed available
Kentucky-Specific Documents
State-specific drafting language and formatting aligned with Kentucky 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
- —Kentucky Deeds
- —Kentucky Durable Power of Attorney
- —Kentucky Living Will Directive
- —Kentucky Inheritance Tax forms
Kentucky Estate Planning Laws
- —Kentucky Inheritance Tax
- —Dower and curtesy provisions
- —Transfer on Death Deed Act
What Statular Offers Kentucky 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