Estate Planning Worksheet

Estate Planning Worksheet

All information on this worksheet will be used to communicate with an attorney, as discussed, in order to ease the process of estate planning.
Will the engagement be individual or joint?
Personal Information
Client 1
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Date of Birth

MonthDayYear
Date
Client 2
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Date of Birth

MonthDayYear
Date

Will Information
Client 1
Executors Information
Primary Beneficiaries Information
Contingent Beneficiaries Information
Specific Bequests (if any)
Testamentary Trust Terms (if discussed)
Client 2
Executors Information
Primary Beneficiaries Information
Contingent Beneficiaries Information
Specific Bequests (if any)
Testamentary Trust Terms (if discussed)

Power of Attorney Information
Client 1
Business - Primary Representatives
Business - Contingent Representatives
Medical - Primary Representatives
Medical - Contingent Representatives
Client 2
Business - Primary Representatives
Business - Contingent Representatives
Medical - Primary Representatives
Medical - Contingent Representatives