Get the free Estate planning worksheet - Presbyterian Foundation

WHISTLER LAW GROUP ATTORNEYS AND COUNSELORS AT LAW DEDICATED TO HELPING FAMILIES BUILD AND PROTECT WEALTH PREPARE FOR AND DEAL WITH LIFE CYCLE EVENTS ESTATE PLANNING WORKSHEET (PLEASE COMPLETE THIS

How to fill out estate planning worksheet

How to fill out an estate planning worksheet:

1. Begin by gathering all necessary information and documents. This may include personal information, financial records, property deeds, and any existing estate planning documents.
2. Start with the personal information section of the worksheet. Fill out your full name, date of birth, social security number, and contact information. Include the same information for your spouse if applicable.
3. Move on to listing your immediate family members. This typically includes your spouse, children, and grandchildren. Provide their full names, dates of birth, and current addresses.
4. Include any additional family members or beneficiaries that you wish to include in your estate plan. This may include siblings, nieces, nephews, or close friends. Provide the necessary details for each individual.
5. Next, document your assets and liabilities. List all real estate properties, bank accounts, investments, retirement accounts, and valuable personal belongings. Include account numbers, locations, and approximate values.
6. Indicate any existing debts or liabilities you may have, such as mortgages, loans, or credit card balances. Include the current outstanding amounts and any related contact information.
7. Consider your healthcare wishes and document them accordingly. This may involve creating a living will or naming a healthcare proxy to make medical decisions on your behalf.
8. Evaluate your financial and estate planning goals. Determine how you would like your assets distributed after your passing and who will be responsible for managing your affairs. Consider whether a trust, will, or other estate planning documents are necessary for your specific situation.
9. Consult with an estate planning attorney or financial professional if you need guidance or assistance in filling out the worksheet. They can provide valuable insight and help ensure your estate plan aligns with your goals.

Who needs an estate planning worksheet?

1. Individuals who want to organize their personal and financial information in a centralized document for future reference and ease of estate planning.
2. Individuals who wish to create or update an estate plan and need a comprehensive overview of their assets, liabilities, and beneficiary information.
3. Executors and heirs who may need access to accurate and up-to-date information regarding an individual's estate in the event of their passing.

Remember, each individual's estate planning needs may vary, and it is important to consult with a professional to tailor your estate plan to your specific circumstances.

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What is estate planning worksheet?

An estate planning worksheet is a document that helps individuals organize their assets, liabilities, and wishes in preparation for the distribution of their estate upon their death.

Who is required to file estate planning worksheet?

There is no specific requirement to file an estate planning worksheet, but it is highly recommended for anyone who wants to ensure their estate is distributed according to their wishes.

How to fill out estate planning worksheet?

To fill out an estate planning worksheet, individuals should gather information about their assets, debts, beneficiaries, and any specific instructions they have for the distribution of their estate.

What is the purpose of estate planning worksheet?

The purpose of an estate planning worksheet is to provide individuals with a tool to organize their estate information and ensure that their wishes are carried out after their death.

What information must be reported on estate planning worksheet?

Information that must be reported on an estate planning worksheet includes assets, liabilities, beneficiaries, and any specific instructions or wishes for the distribution of the estate.