Get Estate Planning Worksheet Fillable

Completing the Estate Planning Worksheet Fillable is a crucial step in preparing your estate plan, ensuring your assets are distributed according to your wishes. This guide will provide clear and detailed instructions for each section of the form, making the process straightforward and user-friendly.

Follow the steps to effectively fill out your Estate Planning Worksheet online.

1. Press the ‘Get Form’ button to obtain the Estate Planning Worksheet Fillable. This will allow you to edit the form directly in your preferred PDF editor.
2. Begin by entering your full legal name. This is critical as it will be used on all legal documents. Ensure that you also include any nicknames, social security number, and contact details, including telephone, email address, and physical address.
3. Proceed to section about your marital status. Indicate your current status—whether you are married, divorced, widowed, or single. If you are married, provide your spouse's full legal name and relevant details similar to your section.
4. List all your children and beneficiaries, including their full names, addresses, gender, and birthdates. Specify whether each child is a beneficiary and include any children from previous marriages.
5. Designate a primary and alternate guardian for any minor children. Enter their names and addresses, and specify their relationship to you.
6. Identify your primary successor trustee, who will manage your trust after your passing. Include their full name, contact information, and relationship to you. Also, name an alternate successor trustee.
7. Select your health care agents, including primary and alternate agents who will make medical decisions on your behalf if you are unable to do so.
8. Fill out the distribution of assets section, indicating how you wish to divide your assets after your passing. Choose from the provided options and clarify any specific gifts.
9. Provide approximations of the value of your estate by listing various assets such as bank accounts, investments, personal property, and insurance. This will help in the assessment of your estate value.
10. Finally, review all entries for accuracy and clarity. Save your changes and proceed to download, print, or share the form as needed.

Start filling out your Estate Planning Worksheet online today to ensure your wishes are clearly outlined and protected.