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Western Fraternal Life Association 1900 First Avenue NE, Cedar Rapids, IA 52402 (319)3632653 (877) 9352467 www.wflains.org email: plains.org Estate Planning Worksheets These estate planning worksheets
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How to fill out estate planning worksheets:

01
Start by gathering all relevant personal information, such as your full name, address, and contact details. This information will be necessary to properly identify you in the planning process.
02
Next, provide details about your family members, including their names and relationships to you. This can include your spouse, children, parents, and any other dependents.
03
List out all of your assets and their approximate values. This includes your property, investments, bank accounts, vehicles, and any valuable possessions.
04
Indicate any liabilities or debts that you have, such as mortgages, loans, or credit card debts. It is important to be thorough and honest in listing all of your financial obligations.
05
Consider the guardianship of any minor children you may have. Designate who you would like to take care of them in the event that something happens to you and your spouse.
06
Decide who you would like to be the executor of your estate. This person will be responsible for carrying out your wishes and ensuring that your assets are distributed according to your estate plan.
07
Determine if you have any specific bequests or gifts that you would like to make. This can include items of sentimental value, monetary gifts, or charitable donations.
08
Make decisions regarding your healthcare preferences, such as designating a healthcare proxy or creating a living will. These documents will outline your wishes for medical treatment in case you are unable to communicate them yourself.
09
Lastly, review and update your estate planning worksheets regularly to reflect any changes in your personal or financial circumstances.

Who needs estate planning worksheets?

01
Individuals who have assets that they want to distribute in a specific manner after their death.
02
People who want to have control over their healthcare decisions in case they become incapacitated.
03
Parents who want to ensure that their children are taken care of by designated guardians.
04
Individuals who want to minimize potential estate taxes and avoid probate.
05
Anyone who wants to leave a clear plan and instructions for their loved ones, reducing the burden on them during an already difficult time.
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Estate planning worksheets are documents used to organize and record information related to a person's assets, liabilities, beneficiaries, and estate planning goals.
Estate planning worksheets are typically filed by individuals who want to create a comprehensive estate plan to manage their assets and ensure their wishes are carried out after their passing.
Estate planning worksheets can be filled out by providing detailed information about assets, debts, beneficiaries, and any specific instructions or wishes regarding the distribution of assets.
The purpose of estate planning worksheets is to help individuals organize their financial and personal affairs, evaluate their estate planning goals, and create a plan for the distribution of their assets upon their passing.
Information that must be reported on estate planning worksheets typically includes assets such as real estate, investments, bank accounts, retirement accounts, insurance policies, debts, and information about beneficiaries and guardians for minor children.
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