A will and estate plan for Vermont.
Built to Vermont's rules, in plain words. Start free, then pay one setup fee with your first year included.
Reviewed by a licensed lawyer on October 29, 2026.
Your Vermont documents
Will
Says who gets what, who is in charge, and who would raise young children.
Financial power of attorney
Names who handles your money if you can't.
Advance directive
Names who speaks for you about care, and what care you want.
Revocable living trust
Holds your things and passes them on, often without court.
In the Complete plan
Pour-over will
Catches anything you left out of your trust.
In the Complete plan
How signing works in Vermont
Signing your will
- Gather two adult witnesses. They should not be people named in your will.
- Sign your will while both witnesses watch.
- Each witness signs while you watch.
- If you like, a notary can add a short sworn form.
- Keep the original somewhere safe.
Vermont does not allow electronic wills. You print your will and sign it in ink.
Remote online notarization where Vermont allows it, never for wills.
How to sign your advance directive
- If you are in a hospital or nursing home, ask for a trained helper. That person explains the form and signs a short note.
- Gather two adult witnesses. Your witnesses should not be your agent, spouse, parent, brother, sister, child, or grandchild.
- Sign your advance directive while both watch.
- Each witness signs while you watch.
- Keep the original somewhere safe. Share a copy with your doctor.
How to sign your financial power of attorney
- Choose how you will sign. You can meet a notary in person or online.
- Sign your power of attorney in front of the notary.
- For online signing, the notary will check who you are.
- Keep the original somewhere safe.
How to sign your revocable living trust
- Sign your trust in front of a notary.
- The notary notarizes your signature.
- Keep the original somewhere safe.
We give you a printed signing checklist for each document.
Taxes and court fees in Vermont
Vermont has its own estate tax. As of 2026 it starts at $5,000,000. Confirm with your accountant. Source
As of 2026, the federal estate tax exemption is $15 million per person. Confirm with your accountant.
What it costs
- Essential: $199 setup, then $49 a year.
- Complete: $499 setup, then $99 a year.
- Concierge: $1,495 setup, then $249 a year.
One setup fee. Your first year is included. 30-day money-back guarantee on estate setup fees.
A lawyer can review your plan for a flat fee. The lawyer gives the advice.
Own a business in Vermont?
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Questions?
Questions about Vermont? A real person can help.
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.