Get the free ESTATE PLANNING WORKSHEET - Smalley Law Office

SMALLER LAW OFFICE ROXANNE R. SMALLER ATTORNEY AT LAW 108 East Dixie Ave., Suite 204 ELIZABETHTOWN, KENTUCKY 42701 Phone: (270) 7370006 Email: smaller smalleylawoffice.com ESTATE PLANNING WORKSHEET

How to fill out estate planning worksheet

How to fill out an estate planning worksheet:

1. Gather important personal information such as your full legal name, date of birth, and social security number.
2. List all your assets, including property, investments, bank accounts, and valuable possessions.
3. Include details about any debts or liabilities you have, such as mortgages, loans, or credit card balances.
4. Identify your beneficiaries, including family members, friends, or charitable organizations that you wish to inherit your assets.
5. Specify the percentage or specific items you want each beneficiary to receive.
6. Appoint an executor or personal representative who will be responsible for carrying out your wishes and managing your estate.
7. Consider naming alternate or contingent beneficiaries in case your primary beneficiaries are unable to inherit.
8. Indicate your preference for end-of-life medical decisions, including whether you want life-sustaining treatments or if you wish to donate your organs.
9. Make provisions for any minor children, including appointing a guardian to care for them in the event of your death.
10. Sign and date the estate planning worksheet, and make sure it is properly witnessed or notarized.

Who needs an estate planning worksheet?

1. Individuals who want to ensure their assets are distributed according to their wishes after their death.
2. Those who want to minimize the potential for family disputes or confusion regarding inheritance.
3. People who want to protect and provide for their loved ones, including their children and spouse.
4. Individuals who have a complex financial situation with multiple assets, businesses, or investments.
5. Anyone who wants to have control over their end-of-life medical decisions and appoint a trusted individual to carry them out.
6. Those who want to minimize estate taxes and ensure that their assets are efficiently transferred to their beneficiaries.
7. People who want to leave a philanthropic legacy by including charitable organizations in their estate plan.
8. Individuals who want to avoid the probate process and the associated costs and delays.
9. Anyone who wants to provide for their pet's care and well-being after their death.
10. Those who want to ensure their wishes for funeral or burial arrangements are known and followed.

For pdfFiller’s FAQs

What is estate planning worksheet?

An estate planning worksheet is a document that helps individuals organize and plan for the distribution of their assets and property after their death.

Who is required to file estate planning worksheet?

Anyone who wishes to plan the distribution of their assets and property after their death can use an estate planning worksheet.

How to fill out estate planning worksheet?

You can fill out an estate planning worksheet by listing all of your assets, debts, beneficiaries, and any specific instructions you have for the distribution of your estate.

What is the purpose of estate planning worksheet?

The purpose of an estate planning worksheet is to help individuals organize their assets and make decisions about the distribution of their estate after their death.

What information must be reported on estate planning worksheet?

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

How do I make changes in estate planning worksheet?

pdfFiller allows you to edit not only the content of your files, but also the quantity and sequence of the pages. Upload your estate planning worksheet to the editor and make adjustments in a matter of seconds. Text in PDFs may be blacked out, typed in, and erased using the editor. You may also include photos, sticky notes, and text boxes, among other things.

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How can I edit estate planning worksheet on a smartphone?

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