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BRIAN A. MANGINESS, P.A. 7777 GLADES ROAD, SUITE 100 BOCA RATON, FL 33434 PH: 5612454709 FAX; 5618920350 www.mangineslaw.com Brian mangineslaw.com Originating Attorney: Date: Relationship Attorney:
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How to fill out legacy planning design worksheet

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Identify and list your assets, including real estate properties, investments, bank accounts, and valuable possessions like vehicles or jewelry.
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A legacy planning design worksheet is a document used to outline and organize an individual's plans for managing their assets and wishes after their death, ensuring that their legacy is carried out according to their desires.
Individuals who have significant assets or complex estate plans, often including business owners and high-net-worth individuals, are typically required to file a legacy planning design worksheet.
To fill out a legacy planning design worksheet, individuals should gather relevant personal, financial, and estate information, specify their asset distribution wishes, appoint representatives for carrying out their legacy, and review legal requirements before submitting the document.
The purpose of a legacy planning design worksheet is to facilitate the strategic planning of how an individual's assets will be managed, distributed, and preserved in accordance with their wishes after their passing.
The legacy planning design worksheet must report information including the individual's assets, liabilities, beneficiaries, specific bequests, and any appointed estate executors or powers of attorney.
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