Indiana: Every Legal, Medical, and Estate Planning Document You Need

Here's a complete guide to every critical medical, legal, and estate planning document and relevant state law for Indiana. Download these forms and get started with Pillar to organize all of your most important documents in one safe, secure, easy-to-use online storage solution

February 2, 2021

If you live in Indiana, there are a lot of state-specific forms, documents, and important laws you need to be aware of. Especially if you're worried about retirement, creating a will, or how you want your health care to proceed if you're unable to speak for yourself. Preparing for the worst can seem intimidating, but it's essential to protect you and your family should anything happen.

To help you out, we've compiled a complete list of the most important medical, legal, and estate planning resources so you can download, update, and securely scan, store, and share each document to prepare your family for whatever the future brings. Here's a list of every form you need if you live in Indiana.

Essential Indiana Medical Laws & Forms

How to Get Your Medical Records in Indiana

People frequently ask if they are allowed to have copies of their medical records inIndiana, the answer is a resounding yes! Under Indiana law “a healthcare provider shall supply to a patient the health records possessed by the provider concerning the patient” Ind. Code 16-39-1-1(c). To register and download the Consent to Release Information form, click on this links below:

Indiana Advance Directive for Healthcare

An Advanced Directive (often called a Living Will) is your right to make decisions regarding personal healthcare for the future in case you're unable to speak for yourself. In the state of Indiana, this can be done verbally or in writing and it is good to note that one can change or cancel the advance directives at any given time, as long as the person is of sound mind.

The law allows you to make advance directives using the forms listed below:

Download this brochure for more specific information on setting up a living will in Indiana or this Advance Directives booklet

How to Get a Death Certificate in Indiana

Death certificates in Indiana are under the custody of the Department of Health. The state charges a non-refundable fee of $8.00 for the search of records. State law also dictates that you have to have direct kinship such as a parent, spouse, sibling or grandparent to get a death or a birth certificate in Indiana.

Learn more about the identification requirements for a birth certificate in Indiana.

Download the application for a certified death certificate in Indiana.

Indiana Organ Donor Registry

Statistics show that up to 3.5 million organ and tissue donors are registered in Indiana. Want to get into the statistics too and help save a life? You can register at Donate Life Indiana or the Indiana Donor Network.

Essential Indiana Legal & Estate Planning Documents

Indiana Last Will and Testament

If you own property and do not want Indiana law to determine how your property is shared among your kin, then you need to prepare a will. Learn more about specific laws and forms for preparing a will in Indiana to make sure your will is legally binding.

Does Indiana Have Inheritance and Estate tax?

Indiana does not have a separate tax on inheritance. The inheritance tax in Indiana was repealed in 2012, therefore inheritance is treated as a gift. Remember that you may still owe federal tax on an inheritance and as of 2021, the federal tax free allowance for estates is $11.7 million.

  • Indiana Estate tax: None
  • Indiana State Gift tax: None 

Indiana Probate Laws

The probate process in Indiana can take anywhere from six months to one year, depending on the situation. That's a long time to wait for an inheritance. Learn how to protect your assets from probate with a trust. You can also take a deeper dive into Indiana probate laws and specific forms here.

Indiana Trust Laws

The full legal framework for every kind of trust in Indiana is clearly charted here. It's a dry read, but if you want to set up a trust in Indiana, you'll need to follow each requirement to the letter to avoid the lengthy probate process.

Learn the difference between a will and a trust

Indiana Individual Income tax

Visit the Indiana.gov site for all the answers to FAQs when it comes to state income tax in Indiana, including:

Indiana Marriage Records

For information pertaining applying for a marriage license in Indiana please visit Apply for a Marriage License. For marriages officially conducted, the certificate database is at  Indiana Marriages Database through 1850 at the Indiana State Library. To buy a copy of a marriage record, one needs to complete and submit the following form State Form 54764.

Other Vital Records and Important Registries in Indiana

How to Organize Your Most Important Documents

Life can be complicated. Create a customized account with Pillar and safely scan, store, and share all of your most important medical, financial, and legal documents in one secure online cloud storage solution so you have everything you need for all of life's big moments.

Start your free 14-day trial and let Pillar help make the complicated stuff a little easier to manage.