Account
Get our app
Account Sign up Sign in

Make your Free
Estate Planning Worksheet for Single People

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.... Read More

Make document
Sample Estate Planning Worksheet for Single 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 Single People

  • What is an Estate Planning Worksheet for Single People?

    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 from Rocket Lawyer can serve as a comprehensive estate planning checklist to sort out how you're going to take care of the people that matter most.


    Use the Estate Planning Worksheet for Single People 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 for Singles 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. Our Estate Planning Worksheet for Singles can help you prepare and ensure everything comes together.

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

Related Documents

Ask a lawyer

Our 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?