This worksheet is a very important step in the estate planning process. By accurately completing this worksheet you will be providing me with much of the background information concerning your estate which will assist me in providing the highest level of service to you. Once you have completed the worksheet you may either send it to me prior to ...

♦ Any existing Wills and Codicils, Trusts, and other estate planning documents. ♦ Deeds for any real estate you own. ♦ Most recent statements from your bank and investment accounts.

Our FREE Personal Estate Planning Kit is a tool for organizing your estate — saving you time, protecting your assets, and helping you establish your legacy. I'd Like My FREE Kit Now! Learn how to: Set family goals and create a plan. Lessen tax burdens. Use trusts to support you, your family, and loved ones. A tool to help you:

Spreadsheet to help with estate planning. Separate worksheets for your insurance policies, banking/other accounts, and utilities. (Microsoft Excel file format)

Dec 9, 2024 · An estate planning checklist is a guide on how to plan an individual's assets and end-of-life health care if they should die or become incapacitated. By following the checklist, an individual can get an idea of the estate laws in their State and choose which forms suit their personal financial situation and health needs best.

This worksheet will help you: • Create a consolidated view of all the important details about your estate. • Make things much easier for those who will be tasked with handling your affairs someday. • Clarify your thinking about how you want things handled after you’re gone. • Give your estate planning attorney a head start on

Nov 2, 2024 · Free estate planning worksheet is a vital tool for anyone looking to organize their affairs for the future. This powerful resource helps you itemize your assets, ensure protections are in place, and guide you in creating a seamless estate plan.

ESTATE PLANNING. WORKSHEET. OVERVIEW An estate plan is the process and documents that express what should happen to a persons assets (valuable things owned) after they pass away. It commonly includes 1) Last Will & Testament, 2) Durable Power of Attorney, and 3) Advance Health Care Directive.

MyFamilyPlan is an estate planning worksheet and checklist that organizes all the details of your life in one place from finances to end-of-life planning.

There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.