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ESTATE PLANNING
CLIENT INFORMATION
WORKSHEET
(HUSBAND AND WIFE)The purpose of this Worksheet is to help prepare you for our
upcoming estate planning consultation and to provide us with
important personal
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How to fill out estate planning worksheet
How to fill out estate planning worksheet
01
Here is how to fill out an estate planning worksheet:
02
Start by gathering all the necessary documents and information, such as your financial statements, account information, and details about your assets and liabilities.
03
Determine your goals for the estate plan, such as who will receive your assets, who will be the guardian for your children, and any specific instructions or wishes you have for the distribution of your estate.
04
Begin filling out the worksheet by providing your personal information, including your full name, address, date of birth, and Social Security number.
05
List the names and contact information of your spouse and any children or other beneficiaries.
06
Document your assets, including bank accounts, investments, real estate, and any valuable personal property.
07
Specify any debts or liabilities, such as mortgages, loans, or outstanding bills.
08
Consider any special circumstances or requirements, such as trusts, healthcare directives, or charitable contributions.
09
Consult with an estate planning attorney or financial advisor to ensure that your worksheet is accurate and comprehensive.
10
Review and update your estate planning worksheet regularly as your circumstances change.
11
Keep a copy of the completed worksheet in a safe place and inform your family members or trusted individuals about its existence and location.
Who needs estate planning worksheet?
01
An estate planning worksheet is beneficial for anyone who wishes to plan and organize their estate. It is particularly useful for individuals who:
02
- Have significant assets or properties
03
- Want to ensure their assets are distributed according to their wishes
04
- Have minor children and want to designate a guardian
05
- Wish to minimize estate taxes and legal fees
06
- Have specific healthcare or end-of-life wishes
07
- Want to avoid family disputes or conflicts over their estate
08
- Are starting a business or have complex financial affairs
09
- Want to leave a legacy through charitable giving
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What is estate planning worksheet?
An estate planning worksheet is a document that outlines a person's assets, liabilities, and wishes for the distribution of their estate upon their death.
Who is required to file estate planning worksheet?
Individuals who have significant assets or property and wish to ensure a smooth transition of their estate to their beneficiaries are required to file an estate planning worksheet.
How to fill out estate planning worksheet?
To fill out an estate planning worksheet, individuals should gather information about their assets, liabilities, and beneficiaries, and carefully document their 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 their estate-related information, make informed decisions about the distribution of their assets, and ensure their wishes are carried out effectively.
What information must be reported on estate planning worksheet?
The estate planning worksheet typically includes details about assets (such as property, investments, and savings), liabilities (such as debts and mortgages), beneficiaries, and instructions for the distribution of the estate.
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