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Estate Planning Worksheet - Married

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Estate Planning Worksheet - Married Basics

You and your spouse may be planning a will or living trust, if so, an Estate Planning Worksheet for married couples can help get you organized. Even if it's just to figure out the size of your estate it's usually smart to plan ahead; an Estate Planning Worksheet can help you do just that.

Use the Estate Planning Worksheet - Married document if:

  • You're getting ready to prepare a will or trust.
  • You're figuring out the size of your estate.
  • You need to find out if more complex planning is in order.
  • You're preparing to meet with a professional about estate planning.

Being married may benefit your estate but it can also complicate the paperwork. Help keep things simple with an Estate Planning Worksheet. When you and your spouse are planning your estate you could probably use some guidance. Is more complex estate planning in order? What are the possible issues? Maybe you're preparing to meet with a tax, financial, or legal advisor. It's a good idea to get as organized as possible. Ensuring you're able to take care of everyone you need to is a big job but a little planning now can help make the process easier. Your Estate Planning Worksheet can help get the conversation, and planning, started.

Other names for this document: Probate and Estate Planning Worksheet, Estate Planning Checklist


Sample Estate Planning Worksheet - Married

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Estate Planning Worksheet - Married Basics

Being married may benefit your estate but it can also complicate the paperwork. Help keep things simple with an Estate Planning Worksheet. When you and your spouse are planning your estate you could probably use some guidance. Is more complex estate planning in order? What are the possible issues? Maybe you're preparing to meet with a tax, financial, or legal advisor. It's a good idea to get as organized as possible. Ensuring you're able to take care of everyone you need to is a big job but a little planning now can help make the process easier. Your Estate Planning Worksheet can help get the conversation, and planning, started.

Other names for this document: Probate and Estate Planning Worksheet, Estate Planning Checklist

Use the Estate Planning Worksheet - Married document if:
  • You're getting ready to prepare a will or trust.
  • You're figuring out the size of your estate.
  • You need to find out if more complex planning is in order.
  • You're preparing to meet with a professional about estate planning.
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