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ESTATE PLANNING WORKSHEET CONFIDENTIAL With Offices in New London, Old Saybrook, Middletown & Branford Administrative Offices: 10 Pearl Street, New London, CT 06320 Telephone (860) 447-3370 Facsimile

How to fill out estate planning worksheet

How to fill out an estate planning worksheet:

1. Begin by gathering all relevant information about your assets and liabilities. This includes details about your property, investments, bank accounts, insurance policies, debts, and any other valuable possessions.
2. List out all the beneficiaries you wish to include in your estate plan, including family members, friends, or charitable organizations. Be sure to provide their full names and contact information.
3. Determine who you would like to appoint as your executor, who will be responsible for managing your estate and ensuring your wishes are carried out. Include their name, address, and contact details on the worksheet.
4. Consider any specific instructions for the distribution of your assets. This may include stipulating certain amounts or percentages to be allocated to each beneficiary, or any special requests for certain items.
5. Make note of any individuals you would like to designate as guardians for minor children or dependents, including their full names and contact information.
6. Review the worksheet for any additional information or considerations, such as any outstanding debts or legal obligations that need to be addressed as part of your estate plan.
7. Once the worksheet is completed, it is recommended to consult with an attorney or estate planning professional to ensure all necessary legal requirements are met and to provide guidance in finalizing your estate plan.

Who needs an estate planning worksheet:

1. Individuals who want to ensure their assets are distributed according to their wishes after their passing.
2. People with complex financial situations or multiple assets may find an estate planning worksheet helpful in organizing their affairs and ensuring all assets are accounted for.
3. Parents or legal guardians who want to designate guardians for their minor children or dependents as part of their estate plan.
4. Those who want to provide specific instructions for the distribution of their assets and ensure their loved ones are taken care of after their passing.
5. Individuals who want to make the estate administration process smoother for their loved ones by providing all necessary information in an organized manner.
6. Anyone who wants to have a comprehensive understanding of their financial situation and plan for the future.

It is important to note that while an estate planning worksheet can be a useful tool, it is advisable to consult with a qualified estate planning attorney or professional to ensure all legal requirements and considerations are properly addressed in the estate planning process.

For pdfFiller’s FAQs

What is estate planning worksheet?

The estate planning worksheet is a document that helps individuals organize their assets, beneficiaries, and any special instructions for how they would like their estate to be distributed after their passing.

Who is required to file estate planning worksheet?

Anyone who wishes to plan ahead for the distribution of their estate and ensure their wishes are carried out accordingly.

How to fill out estate planning worksheet?

To fill out an estate planning worksheet, individuals should gather information about their assets, liabilities, beneficiaries, and any special instructions they have for the distribution of their estate. They can then use the worksheet to organize this information.

What is the purpose of estate planning worksheet?

The purpose of an estate planning worksheet is to help individuals organize their estate, plan for its distribution, and ensure that their wishes are carried out after their passing.

What information must be reported on estate planning worksheet?

Information such as assets, liabilities, beneficiaries, special instructions for asset distribution, and any other relevant details about an individual's estate.

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