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.

♦ 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.

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.

Before you create a will or an estate plan, you’ll need to determine what you want your estate plan to do. It is not a “one size fits all” process. This book is designed to help clarify your goals and organize your information so you will be better prepared to choose the proper estate planning tools. How do I want my property distributed?

Complete this free workbook to help prepare for estate planning conversations with our team, family members, or your attorney. PERSONAL INFORMATION . Date this form was completed:

This information enables us to plan the estate to accomplish future goals and to save on taxes and administrative expenses. This worksheet is intended for single clients.

Plan for the transfer and survival of a family business. Avoiding or reducing your estate taxes. Avoiding probate. Reduce administration costs at time of your death. Avoiding a guardianship in case of a disability.

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.

Aug 9, 2024 · Download our free 20-step estate planning checklist (pdf) to ensure you cover all the bases! What Is Estate Planning? Estate planning means managing an individual’s finances in the event of their incapacitation or death.

Our office specializes in estate planning with an emphasis on revocable living trusts for individuals, couples, and families. USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE PLAN THAT MEETS YOUR GOALS. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL. IF POSSIBLE, PLEASE COMPLETE THIS WORKSHEET PRIOR TO YOUR …