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?
Individual
Joint
Personal Information
Client 1
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
-
Month
-
Day
Year
Date
Client 2
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
-
Month
-
Day
Year
Date
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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)
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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
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Other Professionals
Do you have an attorney who will assist with your estate planning?
Yes
No
Would you like us to send a copy of this questionnaire to your attorney?
Yes
No
Attorney's Name
First Name
Last Name
Attorney's Email or Phone Number
Do you have an insurance agent?
Yes
No
Insurance Agent's Name
First Name
Last Name
Insurance Agent's Email or Phone Number
Do you have an accountant or tax preparer?
Yes
No
Accountant or Tax Preparer's Name
First Name
Last Name
Accountant or Tax Preparer's Email or Phone Number
Do you have a primary care physician?
Yes
No
Primary Physician's Name
First Name
Last Name
Primary Physician's Email or Phone Number
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Trusted Contacts
Client 1
Do you have a trusted contact you would like us to reach out to in the event you are incapacitated or in the event of an emergency?
Yes
No
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please check off all estate and transition planning documents you currently have
Will
Trust
Living Will / Healthcare Directive
Power of Attorney - Healthcare
Power of Attorney - Financial
Funeral Directive
Personal Property Memorandum
Other
Who would you like to handle your final legal and financial affairs when you pass? You may list multiple names:
This is the executor / executrix of your estate
Where can your executor / executrix find your estate planning documents and other important financial information?
Who should make health decisions on your behalf if you are incapacitated? You may list multiple names:
This is your healthcare proxy
Where can your healthcare proxy find documentation of your medical history, legal documentation and other important information?
Who should make financial decisions on your behalf if you are incapacitated? You may list multiple names:
This is your financial proxy
Where can your financial proxy find documentation of your estate planning documents and other important financial information?
Who would you like to receive your passwords and other digital assets (files, photos, etc.)?
This is your digital proxy
Where can your digital proxy find your passwords and files? How will they know what to delete, what to memorialize and what to share?
Client 2
Do you have a trusted contact you would like us to reach out to in the event you are incapacitated or in the event of an emergency?
Yes
No
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please check off all estate and transition planning documents you currently have
Will
Trust
Living Will / Healthcare Directive
Power of Attorney - Healthcare
Power of Attorney - Financial
Funeral Directive
Personal Property Memorandum
Other
Who would you like to handle your final legal and financial affairs when you pass? You may list multiple names:
This is the executor / executrix of your estate
Where can your executor / executrix find your estate planning documents and other important financial information?
Who should make health decisions on your behalf if you are incapacitated? You may list multiple names:
This is your healthcare proxy
Where can your healthcare proxy find documentation of your medical history, legal documentation and other important information?
Who should make financial decisions on your behalf if you are incapacitated? You may list multiple names:
This is your financial proxy
Where can your financial proxy find documentation of your estate planning documents and other important financial information?
Who would you like to receive your passwords and other digital assets (files, photos, etc.)?
This is your digital proxy
Where can your digital proxy find your passwords and files? How will they know what to delete, what to memorialize and what to share?
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Financial Information
Client 1
Do you own your home?
Yes
No
Property Value
Your ownership share
Mortgage Balance
Your ownership share
How do you hold title to your home?
Individually
Tenants by entirety with spouse
Joint tenants with right of survivorship
Tenants in common
Name of co-owner
The person who holds title jointly or in common with you
Percentage ownership
Your ownership share
Do you own any other properties?
Yes
No
Do you have any ownership interest in a business or trust?
Yes
No
Who should be contacted about your business affairs aside from a business partner?
Client 2
Do you own your home?
Yes
No
Property Value
Your ownership share
Mortgage Balance
Your ownership share
How do you hold title to your home?
Individually
Tenants by entirety with spouse
Joint tenants with right of survivorship
Tenants in common
Name of co-owner
The person who holds title jointly or in common with you
Percentage ownership
Your ownership share
Do you own any other properties?
Yes
No
Do you have any ownership interest in a business or trust?
Yes
No
Who should be contacted about your business affairs aside from a business partner?
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Should be Empty: