If you and your spouse are planning a will or living trust as a married couple, it may be difficult to know where to start. For new couples, the Rocket Lawyer Estate Planning Worksheet can serve as a comprehensive estate planning checklist to help you get organized.
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. Our worksheet can provide a simple and easy Estate Planning Checklist to help get the conversation started.
Other names for this document: Probate and Estate Planning Worksheet, Estate Planning Checklist
More than just a template, our step-by-step interview process makes it easy to create an Estate Planning Worksheet for Married People.
Save, sign, print, and download your document when you are done.
Our step-by-step interview process makes creating a printable Estate Planning Worksheet for Married People easy.