Create Your Document In Just 3 Easy Steps:
What is an Estate Planning Worksheet?
An Estate Planning 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 can help you prepare and ensure everything comes together.
When to use an Estate Planning Worksheet:
- 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.