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Sample Estate Planning Worksheet - Single Form Template
Estate Planning Worksheet - Single Basics

An Estate Planning Worksheet can be an important document to get you organized, regardless of marital status. Every estate will have beneficiaries: family, friends, or charities just to name a few. An Estate Planning Worksheet helps you sort out how you're going to take care of the people that matter most.

Use the Estate Planning Worksheet - Single document if:

  • You're about to draft a trust or will.
  • You want to determine the size your estate.
  • You want to determine whether more complex estate planning is appropriate.
  • You're preparing for a meeting with a financial, tax, or estate advisor.

An Estate Planning Worksheet can help you organize your important information. Are you going to need more complex planning? Are there any issues that might crop up in the administering of your estate? What is even going to be included in your estate? Do you need to organize a little to prepare for a meeting with an advisor? No matter the size of your estate chances are you'll have some questions that need to be sorted out. An Estate Planning Worksheet can help you prepare and ensure everything comes together.

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


Sample Estate Planning Worksheet - Single

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