Estate Planning Worksheet Template

To access these calculating forms you need adobe reader or adobe acrobat. An estate planning checklist is a guide on how to plan an individuals end of life care and their assets if they should become incapacitated or die. Who should inherit your assets and in what proportions.

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Everyone needs a fundamental estate program and its also important to recognize an effective estate program is about more than simply leaving behind a legacy to others.

Estate planning worksheet template. Save sign print and download your document when you are done. Estate planning worksheet. Consider what you would like your estate plan to achieve. Using this organizer will assist us in designing.

A plan that meets your goals. There are a couple of items worth noting. This is a microsoft excel spreadsheet to assist with estate planning. Any existing wills and codicils trusts and other estate planning documents.

Our estate planning template for a single individual and estate planning template for a married couple will calculate the value of all assets and income that you enter onto the template form. By following the checklist an individual can get an idea of the estate laws in their state and choose which forms suit their personal financial situation best. All information provided is strictly confidential. For efficiency in planning please bring with you each of the following.

Prepare to meet with an estate planning attorney by answering these important questions about how to settle your affairs. It has separate worksheets to list your accounts utilities and insurance policies. More than just a template our step by step interview process makes it easy to create an estate planning worksheet for single people. Sample estate planning worksheet for single people.

It lists whos insured by each policy and who owns each account because you should plan for both you and your partner. Draft your estate plan. Deeds for any real estate. Estate planning checklist template and wills trusts and estates attorney.

Use our asset inventory worksheet for a consolidated view of all the important details about your estate.