Get Will Planning Worksheet

Completing the Will Planning Worksheet online is an essential step in organizing your estate planning. This guide will provide you with clear instructions to help you navigate each section of the worksheet effectively.

Follow the steps to complete your Will Planning Worksheet online.

1. Click the ‘Get Form’ button to obtain the Will Planning Worksheet and open it in your preferred editing tool.
2. Begin with Section A, which covers general information. Fill in your name, date of birth, and social security number. Ensure accuracy, as this information is crucial for identification purposes.
3. Continue with your spouse's information, if applicable, including their name, date of birth, and social security number. If you are not married, indicate 'N/A.'
4. Complete the address section with your current residential information, followed by your city, county, and telephone number. This is important for legal correspondence.
5. Indicate your marital status by checking the appropriate box that reflects your current situation. Provide the date of your marriage if applicable.
6. Move to Section B to designate your executor or successor trustee. Provide their name, phone number, address, and your relationship to them. List alternates if desired.
7. Proceed to Section C to list your children and beneficiaries. For each child, provide their name, date of birth, and address. Then, identify beneficiaries of your estate and specify any special needs or instructions for distribution.
8. In Section D, designate individuals for your durable power of attorney for both financial and healthcare decisions. List the names and any alternates.
9. Section E requires you to estimate the total value of your gross estate and the number of real estate parcels owned. This overview helps assess your overall estate.
10. Finally, use Section F to express any special instructions or concerns you may have regarding your estate planning.
11. Review all entries for accuracy and completeness. Save your changes. You may then download, print, or share the form as needed.

Start creating your Will Planning Worksheet online today to secure your estate planning needs.