Married Estate Planning Worksheet

  • Married Estate Planning Worksheet – Part I Personal Information












  • (name most often used to title property and accounts)

  • Date Format: MM slash DD slash YYYY





































  • Date Format: MM slash DD slash YYYY













  • Date Format: MM slash DD slash YYYY






































  • Children and Other Family Members

    List all children and family using full legal names.






























  • Date Format: MM slash DD slash YYYY































  • Date Format: MM slash DD slash YYYY































  • Date Format: MM slash DD slash YYYY































  • Date Format: MM slash DD slash YYYY

  • Pets

    List name, breed, and age for all pets below
  • Advisors

    List names & phone numbers
  • Name
  • Phone
  • Name
  • Phone
  • Name
  • Phone
  • Name
  • Phone
  • Your Concerns

    Please rate the following as to how important they are to you
  • Important Family Questions

    Please check “Yes” or “No” for your answer




























  • Part II: Property Information

  • Instructions for completing the Property Information checklist:

    General Headings

    This Property Information checklist helps you list all the property you own and what it is worth. If you do not own property under a particular heading, just leave that section blank. Under certain headings, you may own more property than can be listed on this checklist. If so, attach extra sheets of paper to list your additional property.

    Type

    Immediately after the heading for each kind of property is a brief explanation of what property you should list under that heading.

    Owner of Property

    How you own your property is extremely important for purposes of properly designing and implementing your estate plan. For each property, please indicate how the property is titled. When doing so, please use the following abbreviations:

    Owner of Property Use
    If married, Husband’s name alone, with no other person H
    If married, Wife’s name alone, with no other person W
    If married, Joint Tenancy with spouse JTS
    Joint Tenancy with someone other than a spouse, i.e. a child, parent, etc. JTO
    If you cannot determine how the property is owned ?
  • Real Property

    TYPE: Any interest in real estate including your family residence, vacation home, time share, vacant land, etc




































  • Furniture & Personal Effects

    List separately only major personal effects such as jewelry, collections, antiques, furs, and all other valuable non-business personal property (indicate type below and give a lump sum value for miscellaneous, less valuable items.).
  • Description
  • Owner
  • Market Value
  • Description
  • Owner
  • Market Value
  • Description
  • Owner
  • Market Value
  • Description
  • Owner
  • Market Value
  • Automobile, Boats, & RVs

    For each motor vehicle, boat, RV, etc. please list the following: description, how titled, market value and encumbrance:
  • Bank Accounts

    Checking Account “CA”, Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below). Do not include IRAs or 401(k)s here
  • Name of Institution and account number
  • Type
  • Owner
  • Amount
  • Name of Institution and account number
  • Type
  • Owner
  • Amount
  • Name of Institution and account number
  • Type
  • Owner
  • Amount
  • Name of Institution and account number
  • Type
  • Owner
  • Amount
  • Stocks & Bonds

    List any and all stocks and bonds you own. If held in a brokerage account, lump them together under each account. (indicate type below)
  • Stocks, Bonds or Investment Accounts
  • Type
  • Account Number
  • Owner
  • Amount
  • Stocks, Bonds or Investment Accounts
  • Type
  • Account Number
  • Owner
  • Amount
  • Stocks, Bonds or Investment Accounts
  • Type
  • Account Number
  • Owner
  • Amount
  • Stocks, Bonds or Investment Accounts
  • Type
  • Account Number
  • Owner
  • Amount
  • Stocks, Bonds or Investment Accounts
  • Type
  • Account Number
  • Owner
  • Amount
  • Life Insurance Policies & Annuities

    Term, whole life, split dollar, group life, annuity. ADDITIONAL INFORMATION: Insurance company, type, face amount (death benefit), whose life is insured, who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.
  • Retirement Plans

    Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K). ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.
  • Business Interests

    General and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests. ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, your ownership in the interests, and the estimated value of the interests.
  • Money Owed to You

    Mortgages or promissory notes payable to you, or other moneys owed to you.
  • Name of Debtor

  • Date Format: MM slash DD slash YYYY

    Date of Note

  • Date Format: MM slash DD slash YYYY

    Maturity Date
  • Owed to
  • Current Balance
  • Name of Debtor

  • Date Format: MM slash DD slash YYYY

    Date of Note

  • Date Format: MM slash DD slash YYYY

    Maturity Date
  • Owed to
  • Current Balance
  • Name of Debtor

  • Date Format: MM slash DD slash YYYY

    Date of Note

  • Date Format: MM slash DD slash YYYY

    Maturity Date
  • Owed to
  • Current Balance
  • Anticipated Inheritance, Gift, or Lawsuit Judgment

    Gifts or inheritances that you expect to receive at some time in the future; or moneys that you anticipate receiving through a judgment in a lawsuit. Describe in appropriate detail.
  • Digital Assets

    A digital asset is digitally stored content or an online account owned by an individual. Digital content includes individual files such as images, photos, videos, and text files. It also includes other digital content (perhaps as data in a database). These assets are stored either on a device owned by an individual (“locally”) or on devices accessed via the Internet (“in the cloud”), often as part of a service offered by a third party and governed by a contact with the individual. Some online accounts can be considered assets in and of themselves and have value to an estate. There are email accounts, social media profiles (such as YouTube or Flickr), social networking profiles (such as Facebook), and many others. These are also governed by a contact between the service provider and the individual.
  • Type
  • Owner
  • Value
  • Type
  • Owner
  • Value
  • Other Assets

    Other property is any property that you have that does not fit into any listed category.
  • Type
  • Owner
  • Value
  • Type
  • Owner
  • Value
  • Type
  • Owner
  • Value
  • Part III: Design Information

    PLEASE LIST PERSONS TO ACT FOR YOU:
  • Guardian For Minor Children:

    If you have any children under the age of 18, list in order of preference who you wish to be guardian








































  • Power of Attorney

    If you were unable to make financial decisions for yourself, who would you want to make those decisions for you?














































  • Living Will





  • Health Care

    If you were unable to make decisions for yourself, who would you want to make decisions for you with regard to your medical treatment?
















































































  • Will

    Who do you want to act as your Personal Representative (also called Executor) to be in charge of administering your estate through the process of Probate?












































  • Trust

    Who do you want to act as your Trustee in the case of Incapacity and/or Death to be in charge of investing Trust assets, communicating with beneficiaries, carrying out the terms of the Trust, maintaining records and filing tax returns.





























  • Husbands Trustee(s)













































  • Wife's Trustee(s)













































  • Digital Asset Inventory

    This inventory is used to make sure you are fully covered in your estate plans by giving us a full picture
    of what online accounts you may have. If a type of account is missing from the list, please add the
    account to the appropriate category. If an account has a financial value, please list the amount.














  • Utilities

















  • Rewards





















  • Shopping













  • Investments









  • Banking

















  • Data Storage













  • Social Media















  • Subscriptions













  • Gaming













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