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ESTATE PLANNING WORKSHEET The Law Offices of Jacqueline M. Real-Salas Estate Planning and Administration USING THIS ORGANIZER WILL HELP US UNDERSTAND YOUR PARTICULAR SITUATION. ALL INFORMATION PROVIDED
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How to fill out estate planning worksheet
How to fill out an estate planning worksheet?
01
Start by gathering all necessary information such as personal details, financial records, and documents related to your assets and liabilities.
02
Begin with your personal information, including your full name, date of birth, and contact details.
03
Specify your beneficiaries, either individuals or organizations, who will inherit your assets after your passing.
04
Provide detailed information about your assets, such as property, investments, bank accounts, retirement accounts, and life insurance policies.
05
List any outstanding debts, loans, or mortgages you have, including the creditor's name, outstanding balance, and monthly payments.
06
Consider appointing a trusted individual as your executor or personal representative, responsible for managing your estate after you're gone.
07
Determine your healthcare wishes by specifying your preferences for medical treatment, end-of-life care, and organ donation.
08
Consult with an attorney or financial advisor for guidance on complex estate planning matters, such as tax planning or setting up trusts.
09
Regularly review and update your estate planning worksheet as your circumstances change or new assets are acquired.
10
Who needs an estate planning worksheet? Anyone who wishes to have a comprehensive overview of their estate, financial situation, and wishes for the distribution of their assets after their passing should consider filling out an estate planning worksheet. This document helps ensure that your wishes are known and can provide clarity for your loved ones when it comes time to settle your estate.
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