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Estate Planning Worksheet for Married People

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.

Use the Estate Planning Worksheet for Married People 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 for married people.

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