Account
Get our app
Account Sign up Sign in

Make your Free
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... Read More

Make document
Sample Estate Planning Worksheet for Married People Template
How It Works About Document Related Documents

How It Works

Create your document

Create your document

Answer a few simple questions to make your document in minutes

Save, print & share

Save, print & share

Save progress and finish on any device; download & print anytime

Sign & make it legal

Sign & make it legal

Securely sign online and invite others to sign

Making an Estate Planning Worksheet for Married People

  • What is an 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

Related Documents

Ask a lawyer

Our On Call attorneys are here for you.
Characters remaining: 600
Rocket Lawyer On Call® Attorneys

WHY ROCKET LAWYER?

Easy legal documents at your fingertips

Answer a few simple questions to make your document in minutes

Easily customizable
Make unlimited revisions and copies. Sign digitally. Share and print anytime.
Legal and reliable
Our documents are vetted by lawyers and legal staff, so you can use them with confidence.
Document Defense Shield
Added protection with Document Defense®
If there's a dispute, an On Call attorney can respond on your behalf. Included in your Premium plan.
Try Rocket Lawyer free for 7 days
Make your Premium document today and get back to doing what you love.

Looking for something else?