Get the free ESTATE PLANNING WORKSHEET - Presbyterian Foundation

The worksheets on the following pages comprise an information gathering vehicle to assist you in preparing to meet with the attorney who will draft your estate planning documents. ESTATE PLANNING

How to fill out estate planning worksheet

How to fill out an estate planning worksheet?

1. Start by gathering all the necessary information and documents. This may include details about your assets, such as real estate properties, bank accounts, investments, and insurance policies. Additionally, make sure to gather information about your debts, including mortgages, loans, and credit card balances.
2. Take inventory of your personal belongings and sentimental items. List down any possessions that hold significant value or sentimental significance.
3. Consider your beneficiaries and heirs. Think about who you would like to inherit your assets and assign them their respective shares. It is essential to consider any legal obligations or restrictions that may come into play during this step.
4. Appoint an executor or personal representative. This individual will be responsible for carrying out your wishes as outlined in your estate plan. Make sure to discuss this with the person you wish to appoint and obtain their consent.
5. Review and update your beneficiary designations. Confirm that your assets, such as life insurance policies or retirement accounts, have designated beneficiaries listed. Ensure that the listed beneficiaries align with your wishes.
6. Determine your healthcare and end-of-life preferences. Include any specific instructions or desires regarding medical treatments, long-term care, and organ donation.
7. Discuss your intentions with your loved ones and seek professional advice if needed. Estate planning can be complex, so consider consulting an attorney or financial advisor to ensure that your wishes are accurately reflected in your estate planning documents.
8. Regularly review and update your estate planning worksheet as your circumstances change. Life events such as marriages, divorces, births, or deaths might require adjustments to your estate plan.

Who needs an estate planning worksheet?

1. Individuals who have accumulated assets and want to outline their wishes for how those assets should be distributed after their passing.
2. Anyone who wants to ensure that their beneficiaries are taken care of and that their assets are distributed according to their wishes.
3. Those with specific healthcare and end-of-life instructions or preferences, who want to make sure their desires are respected.
4. People who want to minimize potential conflicts and legal issues among their beneficiaries after their passing.
5. Those who want to appoint a trusted individual to handle their affairs and execute their estate plan.

Overall, estate planning worksheets are beneficial for anyone who wants to take control of their financial and personal affairs and ensure that their wishes are carried out correctly.

For pdfFiller’s FAQs

What is estate planning worksheet?

The estate planning worksheet is a document used to gather and organize information about a person's assets, liabilities, and wishes for the distribution of their estate after their death.

Who is required to file estate planning worksheet?

Estate planning worksheets are typically completed by individuals who are organizing their estate plan, with the assistance of an estate planning attorney or financial advisor.

How to fill out estate planning worksheet?

To fill out an estate planning worksheet, you will need to gather information about your assets (such as bank accounts, real estate, investments) and liabilities (such as debts and mortgages), as well as your preferences for inheritance and distribution of your assets.

What is the purpose of estate planning worksheet?

The purpose of an estate planning worksheet is to ensure that your wishes are carried out after your death, and to provide a clear roadmap for the distribution of your assets to your beneficiaries.

What information must be reported on estate planning worksheet?

Information that may need to be reported on an estate planning worksheet includes details about your assets, liabilities, beneficiaries, and any special instructions or wishes for the distribution of your estate.

How can I manage my estate planning worksheet directly from Gmail?

estate planning worksheet and other documents can be changed, filled out, and signed right in your Gmail inbox. You can use pdfFiller's add-on to do this, as well as other things. When you go to Google Workspace, you can find pdfFiller for Gmail. You should use the time you spend dealing with your documents and eSignatures for more important things, like going to the gym or going to the dentist.

Can I create an electronic signature for signing my estate planning worksheet in Gmail?

It's easy to make your eSignature with pdfFiller, and then you can sign your estate planning worksheet right from your Gmail inbox with the help of pdfFiller's add-on for Gmail. This is a very important point: You must sign up for an account so that you can save your signatures and signed documents.

How do I edit estate planning worksheet on an Android device?

You can make any changes to PDF files, such as estate planning worksheet, with the help of the pdfFiller mobile app for Android. Edit, sign, and send documents right from your mobile device. Install the app and streamline your document management wherever you are.