Rhode Island Estate Planning Drafting Software
Rhode Island imposes an estate tax on estates exceeding approximately $1.77 million (indexed annually). The state's probate system is handled by municipal probate courts, which can vary in procedures by city or town.
Quick Facts
- State Estate Tax
- $1,774,583 exemption
- Small Estate Threshold
- $15,000
- Property System
- Common Law
Practice Snapshot for Rhode Island Attorneys
Estate planning in Rhode Island is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. The state estate tax exemption is $1,774,583. Small estate procedures are available for estates up to $15,000.
Local practitioners routinely navigate: State estate tax with ~$1.77 million exemption (indexed), Elective share for surviving spouse, and Probate Court jurisdiction varies by municipality.
Common Rhode Island filings and forms include: Rhode Island Durable Power of Attorney, Rhode Island Declaration (Living Will), and Rhode Island Health Care Power of Attorney. Key Rhode Island statutory touchpoints include: Rhode Island Estate Tax, Rhode Island Trust Code, and Municipal probate court system.
Key Considerations for Rhode Island Attorneys
- —State estate tax with ~$1.77 million exemption (indexed)
- —Elective share for surviving spouse
- —Probate Court jurisdiction varies by municipality
Rhode Island-Specific Documents
State-specific drafting language and formatting aligned with Rhode Island 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
- —Rhode Island Durable Power of Attorney
- —Rhode Island Declaration (Living Will)
- —Rhode Island Health Care Power of Attorney
Rhode Island Estate Planning Laws
- —Rhode Island Estate Tax
- —Rhode Island Trust Code
- —Municipal probate court system
What Statular Offers Rhode Island 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.
Get Started
Join Rhode Island 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