Vermont Estate Planning Drafting Software
Vermont imposes an estate tax on estates exceeding $5 million with a flat 16% rate on the excess. The state's flat rate structure differs from the graduated rates in most other states with estate taxes.
Quick Facts
- State Estate Tax
- $5,000,000 exemption
- Small Estate Threshold
- $10,000
- Property System
- Common Law
Practice Snapshot for Vermont Attorneys
Estate planning in Vermont is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. The state estate tax exemption is $5,000,000. Small estate procedures are available for estates up to $10,000.
Local practitioners routinely navigate: State estate tax with $5 million exemption, Flat 16% rate above exemption, Elective share for surviving spouse, and Probate Division of Superior Court.
Common Vermont filings and forms include: Vermont Durable Power of Attorney, Vermont Advance Directive, and Vermont Estate Tax Return. Key Vermont statutory touchpoints include: Vermont Estate Tax (flat rate), Vermont Trust Code, and Probate procedures.
Key Considerations for Vermont Attorneys
- —State estate tax with $5 million exemption
- —Flat 16% rate above exemption
- —Elective share for surviving spouse
- —Probate Division of Superior Court
Vermont-Specific Documents
State-specific drafting language and formatting aligned with Vermont 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
- —Vermont Durable Power of Attorney
- —Vermont Advance Directive
- —Vermont Estate Tax Return
Vermont Estate Planning Laws
- —Vermont Estate Tax (flat rate)
- —Vermont Trust Code
- —Probate procedures
What Statular Offers Vermont 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 Vermont 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