Estate Planning

Worksheet: Your Estate Wishes

YOUR ESTATE WISHES
Guardian for Your Children

Guardian

 

Backup Guardian #1

 

Backup Guardian #2

 

Executor for Your Estate

Executor

 

Backup Person #1

 

Backup Person #2/Financial Institution

 

Specific Transfers You Want at Death
(e.g., leaving your daughter your Babe Ruth autographed baseball)

List person to receive asset:

List specific assets and/or dollar amounts:

   
   
   

Specific Transfers to People Who Need Supervision to Control the Assets Effectively

List person to receive asset:

List specific assets and the person you would like to see help in supervising these assets:

   
   
   

The Remainder of My Estate Should Go To

List person to receive percentage of estate:

List percentage of what's left:

   
   
   

Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively

List person to receive percentage of estate:

List percentage of estate and the person who you would like to see help in supervising these assets:

   
   
   

 

YOUR PARTNER'S ESTATE WISHES
Guardian for Your Children

Guardian

 

Backup Guardian #1

 

Backup Guardian #2

 

Executor for Your Estate

Executor

 

Backup Person #1

 

Backup Person #2/Financial Institution

 

Specific Transfers You Want at Death
(e.g., leaving your daughter your Babe Ruth autographed baseball)

List person to receive asset:

List specific assets and/or dollar amounts:

   
   
   

Specific Transfers to People Who Need Supervision to Control the Assets Effectively

List person to receive asset:

List specific assets and the person you would like to see help in supervising these assets:

   
   
   

The Remainder of My Estate Should Go To

List person to receive percentage of estate:

List percentage of what's left:

   
   
   

Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively

List person to receive percentage of estate:

List percentage of estate and the person who you would like to see help in supervising these assets:

   
   
   

 

IMPORTANT NOTE: These Worksheets are not legal documents and are not intended to replace a will or other required estate planning tools. They are simply a way for you to collect your thoughts.

Share Article:
Add to GooglePlus
Investment and insurance products and services offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Heartland Planning Associates is a trade name of Heartland Bank. Infinex is not affiliated with the bank. Products and services available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed by, any bank or bank affiliate. These products are subject to investment risk, including the loss of value.
BrokerCheck