Free Estate Planning Worksheet for Married People

This worksheet helps gather the personal, financial, and family information that is needed to prepare a Will or Living Trust. It also helps explain the alternatives for distributing estate assets to beneficiaries.

Use the Estate Planning Worksheet for Married People document if:
  • You want to complete the thought process required to prepare a Will or Living Trust.
  • You want to determine the size of your estate.
  • You want to determine whether more complex estate planning techniques may be appropriate. For example, the use of trusts.
  • You want to review various estate planning issues.
  • You want to organize information for efficient presentation to a tax, financial, or legal advisor.
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