Resources
Trusted references to help you take the next step
We curate official links and .gov searches so you can find accurate, up-to-date information fast.
Official IRS referencesState-specific formsVetted third-party guides
Federal tax references (IRS)
- IRS — Estate Tax (overview)Official IRS page on estate tax rules, thresholds, and filing.
- IRS — Gift Tax (overview)Annual exclusion, lifetime exemption, and common scenarios.
- IRS — Form 706 (Estate Tax Return)Form and instructions for filing the U.S. Estate (and Generation-Skipping Transfer) Tax Return.
- IRS — Form 709 (Gift/ GST Return)Form and instructions for reporting gifts and generation-skipping transfers.
- IRS — Publication 559 (Survivors, Executors, Administrators)Tax guidance for those handling a decedent’s estate.
DIY templates (third-party)
- Nolo — Estate Planning BasicsPlain-English guides to wills, trusts, probate, and estate taxes (external resource).
- LawHelp.org — Free Legal Aid by StateFind local legal help, court forms, and self-help resources in your state (external resource).
- Eldercare Locator (ACL.gov)Federal service connecting families to local aging, caregiving, and legal-assistance programs.
Atlas does not endorse third-party providers and is not responsible for their content. Verify any template meets your state’s requirements.
Start with official sources
Prefer .gov links for statutes, forms, and instructions.
Check the latest version
Forms and thresholds change—always confirm the most recent updates.
Know when to hire counsel
Complex estates, trusts, or tax questions warrant professional advice.
Important legal disclosure
The resources on this page are provided for general informational purposes only and do not constitute legal, tax, or financial advice. Atlas is not a law firm and does not provide legal services. Laws vary by jurisdiction and change over time. Before relying on any template or guidance, consult an attorney licensed in your state and review the most current official forms and instructions.