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HOW IT WORKS
How it works
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.
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
More than just a template, our step-by-step interview process makes it easy to create an Estate Planning Worksheet for Married People.
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