Financial Answer Center
- Understanding the Basics
- Critical Decisions
- Important Legal Documents
- What Happens After You Die
- Estate and Gift Taxes
- Planning Steps for Your Estate
- Trusts
- Estate Planning Glossary
- Worksheet: What's Your Estate Worth?
- Worksheet: Your Estate Wishes
|
YOUR ESTATE WISHES |
|
|
Guardian |
|
|
Backup Guardian #1 |
|
|
Backup Guardian #2 |
|
|
Executor for Your Estate |
|
|
Executor |
|
|
Backup Person #1 |
|
|
Backup Person #2/Financial Institution |
|
|
Specific Transfers You Want at Death |
|
|
List person to receive asset: |
List specific assets and/or dollar amounts: |
|
Specific Transfers to People Who Need Supervision to Control the Assets Effectively |
|
|
List person to receive asset: |
List specific assets and the person you would like to see help in supervising these assets: |
|
The Remainder of My Estate Should Go To |
|
|
List person to receive percentage of estate: |
List percentage of what's left: |
|
Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively |
|
|
List person to receive percentage of estate: |
List percentage of estate and the person who you would like to see help in supervising these assets: |
|
YOUR PARTNER'S ESTATE WISHES |
|
|
Guardian |
|
|
Backup Guardian #1 |
|
|
Backup Guardian #2 |
|
|
Executor for Your Estate |
|
|
Executor |
|
|
Backup Person #1 |
|
|
Backup Person #2/Financial Institution |
|
|
Specific Transfers You Want at Death |
|
|
List person to receive asset: |
List specific assets and/or dollar amounts: |
|
Specific Transfers to People Who Need Supervision to Control the Assets Effectively |
|
|
List person to receive asset: |
List specific assets and the person you would like to see help in supervising these assets: |
|
The Remainder of My Estate Should Go To |
|
|
List person to receive percentage of estate: |
List percentage of what's left: |
|
Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively |
|
|
List person to receive percentage of estate: |
List percentage of estate and the person who you would like to see help in supervising these assets: |
IMPORTANT NOTE: These Worksheets are not legal documents and are not intended to replace a will or other required estate planning tools. They are simply a way for you to collect your thoughts.
