Maine Estate and Personal Planning FormsIncluding Will, Power of Attorney and Living Will, Estate Planning Questionnaire and Worksheets. Complete legal Information. |  |
Maine Estate Law Summary
Note: You can also Access a Personal Planning Package for the State of Maine. or Prepare a Will OnlineNote: This summary is not intended to be an al inclusive summary of the law of wills in Maine, but does contain basic and other provisions. Hand written wills, or wills where the testator cannot sign his or her name are not discussed.
Who may make a will: Any person 18 or more years of age who is of sound mind may make a will. TITLE 18-A, Article II, part 5, 2-501.
Execution: Every will shall be in writing signed by the testator and shall be signed by at least 2 persons each of whom witnessed the signing by the testator. TITLE 18-A, Article II, part 5, 2-502.
Self-proved will: Any will may be simultaneously executed, attested, and made self-proved, by acknowledgment thereof by the testator and affidavits of the witnesses, each made before an officer authorized to administer oaths under the laws of the state where execution occurs and evidenced by the officer's certificate. TITLE 18-A, Article II, part 5, 2-504.
Who may witness: Any person generally competent to be a witness may act as a witness to a will. A will is not invalid because the will is signed by an interested witness.TITLE 18-A, Article II, part 5, 2-505.
Choice of law as to execution: A written will is valid if executed in compliance with Maine law, or if its execution complies with the law at the time of execution of the place where the will is executed, or of the law of the place where at the time of execution or at the time of death the testator is domiciled, has a place of abode or is a national. TITLE 18-A, Article II, part 5, 2-506.
Revocation by writing or by act: A will or any part thereof is revoked
(1) By a subsequent will which revokes the prior will or part expressly or by inconsistency; or
(2) By being burned, torn, canceled, obliterated, or destroyed, with the intent and for the purpose of revoking it by the testator or by another person in his presence and by his direction. TITLE 18-A, Article II, part 5, 2-507.
Note: Click Here for a Personal Planning Package for Maine.
Revocation by divorce; no revocation by other changes of circumstances: If after executing a will the testator is divorced or his marriage annulled, the divorce or annulment revokes any disposition or appointment of property made by the will to the former spouse, any provision conferring a general or special power of appointment on the former spouse, and any nomination of the former spouse as executor, trustee, conservator, or guardian, unless the will expressly provides otherwise. If provisions are revoked solely by this section, they are revived by testator's remarriage to the former spouse. A decree of separation which does not terminate the status of husband and wife is not a divorce for purposes of this section. TITLE 18-A, Article II, part 5, 2-508.
Testamentary additions to trusts: A devise or bequest, the validity of which is determinable by the law of this state, may be made by a will to the trustee of a trust established or to be established by the testator or by the testator and some other person or by some other person, including a funded or unfunded life insurance trust, although the trustor has reserved any or all rights of ownership of the insurance contracts, if the trust is identified in the testator's will and its terms are set forth in a written instrument, other than a will, executed before or concurrently with the execution of the testator's will or in the valid last will of a person who has predeceased the testator, regardless of the existence, size, or character of the corpus of the trust. The devise is not invalid because the trust is amendable or revocable, or because the trust was amended after the execution of the will or after the death of the testator. Unless the testator's will provides otherwise, the property so devised
(1)is not deemed to be held under a testamentary trust of the testator but becomes a part of the trust to which it is given and
(2) shall be administered and disposed of in accordance with the provisions of the instrument or will setting forth the terms of the trust, including any amendments thereto made before the death of the testator, regardless of whether made before or after the execution of the testator's will, and, if the testator's will so provides, including any amendments to the trust made after the death of the testator. A revocation or termination of the trust before the death of the testator causes the devise to lapse. TITLE 18-A, Article II, part 5, 2-511.
Separate writing identifying bequest of tangible property: Whether or not the provisions relating to holographic wills apply, a will may refer to a written statement or list to dispose of items of tangible personal property not otherwise specifically disposed of by the will, other than money, evidences of indebtedness, documents of title, and securities, and property used in trade or business. To be admissible under this section as evidence of the intended disposition, the writing must either be in the handwriting of the testator or be signed by him and must describe the items and the devisees with reasonable certainty. The writing may be referred to as one to be in existence at the time of the testator's death; it may be prepared before or after the execution of the will; it may be altered by the testator after its preparation; and it may be a writing which has no significance apart from its effect upon the dispositions made by the will. TITLE 18-A, Article II, part 5, 2-513.
Contracts concerning succession: A contract to make a will or devise, or not to revoke a will or devise, or to die intestate, if executed after the effective date of this Act, can be established only by
(1) provisions of a will stating material provisions of the contract;
(2) an express reference in a will to a contract and extrinsic evidence proving the terms of the contract; or
(3) a writing signed by the decedent evidencing the contract. The execution of a joint will or mutual wills does not create a presumption of a contract not to revoke the will or wills. TITLE 18-A, Article II, Part 7, 2-701.
Description - Maine Life Documents Planning Package, including Will, Power of Attorney and Living Will
The Legal Life Documents Personal Planning Package contains essential life documents, information on how to organize life documents and other products. The documents in this package are State Specific.
This package contains the following forms:
- Last Will
- General Durable Power of Attorney for Property and Finances Effective Immediately
- Advanced Health Care Directive
- Advanced Health Care Directive Statutory Form
- Estate Planning Questionnaire and Worksheets
- Personal Planning Information and Document Inventory Worksheets
- Last Will - Complete this form to detail in writing your wishes regarding who is to receive your property at death and who will administer your estate. It also enables you to appoint trustees or guardians, if applicable.
- General Durable Power of Attorney for Property and Finances Effective Immediately - This General Durable Power of Attorney is a general, durable power of attorney which is effective IMMEDIATELY. The powers granted to an Agent in this Power of Attorney are very broad. This Power of Attorney does NOT provide for health care services. This form complies with all applicable state statutory laws.
- Advanced Health Care Directive - This Advanced Health Care Directive allows you to grant a power of attorney for health care decisions, make specific instructions for your healthcare, make anatomical gifts and designate a primary physician for your care.
- Advanced Health Care Directive - Living Will and Power of Attorney - Statutory Form - Maine Revised Statutes 5-804 provides a form titled 'Advance Health-Care Directive.' This form is a combination of forms that allows you to grant a power of attorney for health care decisions, make specific instructions for your healthcare, make anatomical gifts and designate a primary physician.
- Estate Planning Questionnaire and Worksheets - This Estate Planning Questionnaire and Worksheet is for completing information relevant to an estate. It contains questions for personal and financial information. You may use this form for client interviews. It is also ideal for a person to complete to view their overall financial situation for estate planning purposes.
- Personal Planning Information and Document Inventory Worksheets - This form enables you to document matters relevant to your life and personal planning such as the location of your important legal documents, relatives names, contact information, medical information, financial asset inventory and more.