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ESTATE WORKSHEET This form is intended to assist you in identifying, compiling and recording information that is relevant to planning your estate. It is a document that will assist your advisor’s)
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How to fill out estate worksheet part one
How to fill out estate worksheet part one:
01
Start by gathering all necessary information, such as personal details of the deceased, their assets, debts, and any existing estate planning documents.
02
Begin filling out the worksheet by entering the full name of the deceased, their social security number, and their date of birth.
03
Next, list all the assets owned by the deceased, including real estate properties, bank accounts, investments, retirement accounts, and personal belongings of significant value.
04
For each asset, provide a detailed description, approximate value, and any relevant account or policy numbers.
05
Move on to listing any outstanding debts, liabilities, or expenses of the deceased, including mortgages, loans, credit card debts, and funeral expenses.
06
Provide the necessary details for each debt, such as the lender's name, account number, outstanding balance, and monthly payment.
07
If there are any existing estate planning documents, such as a will or trust, indicate their presence on the worksheet and gather the relevant information.
08
Finally, review the filled-out estate worksheet for accuracy and completeness, making sure all assets and debts are accounted for.
Who needs estate worksheet part one:
01
Executors or personal representatives of the deceased's estate.
02
Individuals responsible for probating the estate.
03
Estate planning attorneys or financial planners assisting with estate administration.
04
Beneficiaries or heirs who want to understand the assets and debts of the deceased.
05
Anyone involved in the estate settlement process, including accountants, tax professionals, or trustees.
06
Individuals going through the estate planning process and wanting to organize their personal financial information.
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