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MY LEGACY: A Planning WorkbookWHERE TO STARTFor many of us, the task of creating or updating our estate plan is one of those “to-do’s” we repeatedlymove to the bottom of the list. It’s easy to ignore estate planning— but you owe it to yourself and yourfamily to be prepared for the inevitable. And think of the priceless peace of mind you will feel knowingthat your plans are in place, your loved ones will be cared for, and your values will live on beyond yourlifetime! This workbook will help you locate and organize the important documents you need in orderto create or update your estate plan, giving you peace of mind and assuring your wishes are documentedand your legacy is honored.1220 L STREET, NW SUITE 750 WASHINGTON, DC 20005 202.737.1944 www.americanforests.org
These Four Questions Will Help You Get Started:1. What do I own? Before you can decide how to distribute your assets, you need a clear sense ofwhat you own. Use the following inventory worksheet to help you create a list of your assets.2. What do I want to pass on? An estate plan not only helps you consider how and to whom youwant to pass on your material assets, it is also an expression of what values you want to live onbeyond your lifetime. You can ensure your values carry on by including in your estate plan thecauses and organizations you believe are important and support during your life.3. Whom do I trust to carry out my wishes? Identify a small circle of trusted people you candesignate to carry out your wishes.4. How can I best accomplish my goals? A qualified estate planning attorney can help youstructure your plan to avoid problems, save money and taxes, protect loved ones and fulfill yourwishes for a lasting legacy.Consider Your Personal and Financial GoalsCommon Goals Provide for a spouseSupport children who are under 18Provide for a family member with special needsAvoid probatePass on a business or home to a family memberLeave personal mementos to family or friendsMinimize taxes and expenses associated with the distribution of assetsLeave a gift to charityYOUR GOALS1.2.3.4.5.6.7.8.9.10.
PLANNING WORKSHEETSPersonal InformationMy Name:Address:City:Home Phone:Birth Place:State:Cell Phone:Birth Date:Zip:Email:SSN:Spouse’s Name:Address:City:Home Phone:Birth Place:State:Cell Phone:Birth Date:Zip:Email:SSN:Child’s Name:Address:City:Home Phone:Birth Place:State:Cell Phone:Birth Date:Zip:Email:SSN:Child’s Name:Address:City:Home Phone:Birth Place:State:Cell Phone:Birth Date:Zip:Email:SSN:My Parents:Address:City:Home Phone:State:Cell Phone:Zip:Email:Other Family:Address:City:Home Phone:State:Cell Phone:Zip:Email:Friend’s Name:Address:City:Home Phone:State:Cell Phone:Zip:Email:
My Advisors and e Planning Attorney:Address:City:Phone:Financial Advisor:Address:City:Phone:Insurance irement Plan inancial Power of Zip:Email:State:Zip:Email:Medical Power of Attorney:Address:City:Phone:Executor of Estate:Address:City:Phone:
Trustee:Address:City:Phone:Guardian of Property:Address:City:Phone:Guardian Over My Children:Address:City:Phone:Guardian of tate:Zip:Email:State:Zip:Email:Location of Important Documents and PossessionsDescriptionSafe Deposit BoxStorage LockerHome Safe/Lock nation,Location of Key orAccess Code
Financial Accounts & AssetsAccount TypeAccount NumberInstitution Nameand AddressIn the Name ofChecking AccountSavings AccountRetirement AccountStocks, Bonds,Mutual FundsAnnuitiesLife Insurance PolicyOther:Other:Digital AccountsDevice/WebsiteHome ComputerCell erOtherOtherUser IDPasswordLiabilitiesMortgage HolderCompany:Account Number:Contact:Phone:Email:Student LoansCompany:Account Number:Contact:Phone:Email:Car LoanCompany:Account Number:Contact:Phone:Email:2nd Mortgage HolderCompany:Account Number:Contact:Phone:Email:
Equity Line of CreditCompany:Account Number:Contact:Phone:Email:Credit CardCompany:Account Number:Contact:Phone:Email:Credit CardCompany:Account Number:Contact:Phone:Email:OtherCompany:Account Number:Contact:Phone:Email:Credit CardCompany:Account Number:Contact:Phone:Email:OtherCompany:Account Number:Contact:Phone:Email:Insurance PoliciesLife ficiaryContactInformationHealth InsuranceCompanyContact InformationPolicy #Disability InsuranceCompanyContact InformationPolicy #
Other Insurance tact InformationMeaningful Belongings & Items of Sentimental ValueItem DescriptionLocationWhy it’s specialto youWho do I wantto have thisMy BeneficiariesUse this section to note how you would like your assets distributed after your lifetime. This is a goodopportunity to provide for your loved ones and create a lasting legacy for future generations. Manypeople choose to include a charitable gift to causes that have been meaningful during their lifetime,such as American Forests.Charitable BeneficiariesOrganization Name(e.g. American Forests)Type of GiftOrganization Contact
Other BeneficiariesName and relationshipType of GiftOrganization ContactPlanning Your LegacyMany people like to create their enduring legacy by leaving gifts to loved ones and to charity in their willor trust or by beneficiary designation. If you are considering leaving a gift to American Forests, pleaseuse the following information:“I give to American Forests, (EIN 53-0196544), a nonprofit corporation currentlylocated at 1220 L Street, NW, Suite 750, Washington, DC 20005, or its successorthereto, [written amount or percentage of the estate] for itsunrestricted use and purpose.”Legal Name: American ForestsTax ID Number: 53-0196544Address: 1220 L Street, NW, Suite 750, Washington, DC 20005Ready to start or update your will?American Forests has partnered with FreeWill to give you a simple and innovative way to start writingyour will today. Using FreeWill, you will be able to write your will in less than 25 minutes, and it willbe a legally valid Last Will and Testament. We always recommend speaking with an attorney beforefinalizing your wishes, but using FreeWill can save you time and money at the lawyer’s office by givingyou a place to start.Visit FreeWill.com/AmericanForestsAT YOUR SERVICEFor more information or assistance in crafting your personal legacy, or to notify us that you haveincluded a gift for American Forests in your estate plan, please contact:Jennifer BroomeVP of gIf you choose to include a gift for American Forests, please let us know! We would love to recognizeyour generosity by welcoming you as a new member of our Evergreen Society, which offers specialbenefits for those who include American Forests in their estate plans. Telling us of your plans in advanceis also the best way to ensure that your wishes are carried out as you intended.
A qualified estate planning attorney can help you structure your plan to avoid problems, save money and taxes, protect loved ones and fulfill your wishes for a lasting legacy. Consider Your Personal and Financial Goals Common Goals Provide for a spouse Support children who are under 18 Provide for a family member with special needs
