The Estate Planning Worksheet for Single People is designed as a worksheet to lead you through the thought process that is required to prepare a will. This worksheet can be used for both large and small estates. If your estate is expected to be less than $3,500,000 (the current applicable exclusion amount) at the time of your death, this worksheet can be used to prepare you for using one of this program's Will documents. If your estate is expected to be larger than the applicable exclusion amount, you can use this worksheet to prepare to work with an estate planning lawyer who will ask for the type of information developed through your use of the Estate Planning Worksheet for Single People. The Estate Planning Worksheet for Single People begins by requesting personal information about you and your family. Next, you are led through an estimation of the value of your estate. The third step helps you sort through your priorities as to what persons or entities (beneficiaries) should receive distributions from your estate. If you have minor children, an optional section is available to work through questions that help you provide for them. Finally, the worksheet provides some basic information regarding advanced estate planning techniques that might be discussed with a lawyer in connection with planning for unique or complex estates. |