Get the free ESTATE PLANNING WORKSHEET - Layman, D'Atri & Associates

LAYMAN, DA TRI & ASSOCIATES, LLC 301 First Merit Building 4481 Manson Street, N.W. Canton, OH 44718 Telephone (330) 493-8833 Facsimile (330) 493-1733 ESTATE PLANNING WORKSHEET (PLEASE COMPLETE THIS

How to fill out estate planning worksheet

How to fill out an estate planning worksheet:

1. Start by gathering all necessary documents and information, such as a list of assets, liabilities, insurance policies, and beneficiary designations.
2. Provide personal information, including your full name, date of birth, social security number, and contact information.
3. List all your assets, such as bank accounts, investments, real estate, vehicles, and personal belongings. Include their approximate values and any outstanding loans or mortgages.
4. Identify your liabilities, such as credit card debts, loans, and mortgages. Specify the balances and any joint obligations.
5. Outline your insurance policies, including life insurance, health insurance, and long-term care insurance. Include policy numbers, coverage amounts, and beneficiaries.
6. Indicate any business interests you own or are involved in, including partnerships, sole proprietorships, or corporations.
7. Name and designate beneficiaries for each asset, specifying their relationship to you and the percentage or amount they should receive.
8. Provide information about your healthcare preferences and end-of-life wishes, such as medical directives, living wills, and power of attorney documents.
9. Consider including a section for special requests or instructions, such as charitable donations, digital assets, or specific funeral arrangements.
10. Review the completed estate planning worksheet, ensuring all information is accurate and up to date.
11. Store the worksheet in a secure location, notify your loved ones, and share a copy with your attorney or estate planning professional.

Who needs an estate planning worksheet:

1. Individuals who want to organize and manage their assets, liabilities, and wishes in the event of incapacity, disability, or death.
2. People who own significant assets or have complex financial situations, including multiple properties, investments, or business interests.
3. Parents or guardians who want to ensure the proper care and distribution of assets for their minor children or incapacitated family members.
4. Any individual looking to minimize taxes, avoid probate, or provide for their loved ones and favorite charitable organizations.
5. Couples or blended families who want to address potential conflicts or navigate inheritance issues.
6. Individuals who want to designate healthcare proxies, specify medical treatment preferences, or create a comprehensive end-of-life plan.
7. Those who value privacy and want to maintain confidentiality about their assets, beneficiaries, and estate plans.
8. People who want to alleviate the burden on their family members by providing clear instructions and documentation for their final arrangements.
9. Individuals who want to ensure their assets are distributed according to their wishes and minimize potential disputes or legal challenges among heirs.
10. Anyone who wants to take control of their financial and personal affairs, even if they are still young or in good health, as unexpected events can occur at any time.

For pdfFiller’s FAQs

What is estate planning worksheet?

An estate planning worksheet is a document used to organize and record important information about a person's assets, debts, beneficiaries, and wishes for the distribution of their estate after their death.

Who is required to file estate planning worksheet?

Estate planning worksheet is typically used by individuals who are planning their estate and wish to ensure that their wishes are carried out.

How to fill out estate planning worksheet?

To fill out an estate planning worksheet, one would need to gather information about their assets, liabilities, beneficiaries, and any specific instructions or wishes for the distribution of their estate.

What is the purpose of estate planning worksheet?

The purpose of an estate planning worksheet is to help individuals organize and document important information related to their estate, so that their wishes can be carried out effectively.

What information must be reported on estate planning worksheet?

Information such as assets, debts, beneficiaries, and specific instructions regarding the distribution of the estate must be reported on an estate planning worksheet.

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