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A PERSONAL ESTATE PLANNING GUIDE The Wheeler Society YEARS Legacies Created. Lives Changed. OFFICE OF PLANNED GIVING 300 Sultana Street, Geneva, NY 14456 (315) 7813082 www.hws.edu/legacy A PERSONAL
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How to fill out a personal estate planning

01
Gather all relevant documents and information such as wills, trusts, account statements, property deeds, and insurance policies.
02
Make a list of all your assets including real estate, bank accounts, investments, retirement accounts, and valuable possessions.
03
Decide on your beneficiaries and determine how you want your assets to be distributed among them.
04
Consider appointing a trusted executor or trustee who will be responsible for handling your estate after your passing.
05
Consult with an attorney specializing in estate planning to ensure your documents adhere to legal requirements and adequately reflect your wishes.
06
Draft and finalize your will, naming guardians for any minor children, and specifying any specific funeral or burial wishes.
07
Consider setting up a trust if you want to manage and distribute your assets in a specific manner or to minimize estate taxes.
08
Review and update your estate plan periodically, especially after major life events such as marriage, divorce, birth of children, or significant changes in financial circumstances.

Who needs a personal estate planning?

01
Anyone who wants to have control over the distribution of their assets after death.
02
Individuals with significant assets or complex financial situations.
03
Parents with minor children who want to appoint guardians and ensure their children are financially protected.
04
People wanting to minimize estate taxes and ensure a smooth transfer of assets to beneficiaries.
05
Individuals concerned about medical decision-making and incapacity planning.
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A personal estate planning is the process of organizing and planning for the management and distribution of a person's assets and belongings after their death.
Any individual who wants to ensure that their wishes are carried out regarding their assets and belongings upon their death.
A personal estate planning can be filled out with the help of a legal professional or software that specializes in estate planning. It involves listing all assets, debts, beneficiaries, and instructions for distribution.
The purpose of a personal estate planning is to ensure that a person's assets are distributed according to their wishes after their death, and to minimize estate taxes and probate costs.
Information such as a list of assets, debts, beneficiaries, and instructions for distribution must be reported on a personal estate planning.
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