Ask a lawyer
Our On Call attorneys are here for you.
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
How It Works
Create your document
Answer a few simple questions to make your document in minutes
Save, print & share
Save progress and finish on any device; download & print anytime
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
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 online. Share and print anytime.
Legal and reliable
Our documents are vetted by lawyers and legal staff, so you can use them with confidence.
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.