Transcription
SET YOUR HOUSE IN ORDERESTATE PLANNING WORKSHEET(Complete before meeting with your estate attorney.)Social Security No.:Name:Address:Phone No.:Email Address:Name of Spouse:Social Security No.:Address:Email Address:Phone No.:Name of Executor/Personal Representative(s):Address:Email Address:Phone No.:Successor Executor/Personal Representative(s):Address:Phone No.:Email Address:Name of Guardian:Address:Phone No.:Email Address:Successor Guardian(s):Address:Phone No.:Email Address:Name of Trustee(s):Address:Phone No.:Email Address:Successor Trustee(s):Address:Phone No.:Email Address:Page 1 of 7Rev 1
SET YOUR HOUSE IN ORDERChildren and Their Spouses1. Child’s Name:Social Security No.:Address:Phone No.:Email Address:Name of Spouse:Social Security No.:Address:Phone No.:Email Address:2. Child’s Name:Social Security No.:Address:Phone No.:Email Address:Name of Spouse:Social Security No.:Address:Phone No.:Email Address:3. Child’s Name:Social Security No.:Address:Phone No.:Email Address:Name of Spouse:Social Security No.:Address:Phone No.:Email Address:4. Child’s Name:Social Security No.:Address:Phone No.:Email Address:Name of Spouse:Social Security No.:Address:Phone No.:Email Address:5. Child’s Name:Social Security No.:Address:Phone No.:Email Address:Page 2 of 7Rev 1
SET YOUR HOUSE IN ORDERName of Spouse:Social Security No.:Address:Phone No.:Email Address:6. Child’s Name:Social Security No.:Address:Phone No.:Email Address:Name of Spouse:Social Security No.:Address:Phone No.:Email Address:Grandchildren1. Name:Social Security No.:Address:Phone No.:Email Address:2. Name:Social Security No.:Address:Phone No.:Email Address:3. Name:Social Security No.:Address:Phone No.:Email Address:4. Name:Social Security No.:Address:Phone No.:Email Address:5. Name:Social Security No.:Address:Phone No.:Email Address:Page 3 of 7Rev 1
SET YOUR HOUSE IN ORDER6. Name:Social Security No.:Address:Phone No.:Email Address:7. Name:Social Security No.:Address:Phone No.:Email Address:8. Name:Social Security No.:Address:Phone No.:Email Address:9. Name:Social Security No.:Address:Phone No.:Email Address:10. Name:Social Security No.:Address:Phone No.:Email Address:Attach your Financial Statement, Asset List, and Investment List, and note how each asset is titled (in yourname, your spouse’s name, joint ownership, trust, corporation, or other forms of ownership).Page 4 of 7Rev 1
SET YOUR HOUSE IN ORDERDistribution of the Estate Among the Heirs (who, what, when & how):Heir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Page 5 of 7Rev 1
SET YOUR HOUSE IN ORDERHeir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Heir:Will Receive:Describe When & How Received:Page 6 of 7Rev 1
SET YOUR HOUSE IN ORDERHeir:Will Receive:Describe When & How Received:Other Special Provisions:Page 7 of 7Rev 1
ESTATE PLANNING WORKSHEET (Complete before meeting with your estate attorney.) Page 2 of 7 Rev 1 SET YOUR HOUSE IN ORDER Children and Their Spouses 1. . Distribution of the Estate Among the Heirs (who, what, when & how): Page 6 of 7 Rev 1 SET YOUR HOUSE IN ORDER Heir: Will Receive: Describe When & How Received:
