Whether you are making an estate plan for the first time or revising your existing estate planning documents, our free Estate Planning Worksheet will help you get started. This worksheet allows you to compile your essential estate planning information in an organized manner. Our Estate Planning Worksheet helps you quickly outline any questions or concerns about your estate plan, a list of your heirs, beneficiaries, and favorite charities, and information you want to include in your health care directives.
If you are planning to meet with a lawyer, tax advisor or financial planner regarding your estate plan, you can bring this Estate Planning Worksheet Form, along with copies of your existing will, living trust, power of attorney, living will, other estate planning documents, and the most recent statements from your bank, brokerage, and retirement accounts.
If you are using a legal self help service or do it yourself software such as Quicken WillMaker Plus 2012, you can use our Estate Planning Worksheet to organize your information and define your estate planning goals.
Note, the Estate Planning Worksheet is not a substitute for making a will, living trust, power of attorney, living will or any other estate planning document. It is an estate planning tool to help you organize important details about your estate plan in a concise form.
Open the PDF form shown on the right to print a copy of our free Estate Planning Worksheet. After completing the worksheet, consult an attorney for assistance making your estate planning documents. See finding an attorney. For a list of other free estate planning forms available on Pennyborn.com, go to free estate plan forms.
, you can use our Estate Planning Worksheet to organize your information and define your estate planning goals.