As one of the leading estate planning websites, Pennyborn.com offers many free estate planning forms, including our Estate Planning Worksheet shown below. This document is designed to help you prepare to meet with a lawyer to complete your will, living trust, durable power of attorney, health care directives, and related estate planning documents.Print one copy of the Estate Planning Worksheet. After completing the worksheet, consult an attorney for assistance making your estate planning documents. If you do not have an attorney, go to finding an attorney.
If you are using a legal self-help service or software to make your own estate planning forms, you can use this worksheet to organize your information and define your estate planning goals. See
legacy planning. By completing the Estate Planning Worksheet, you may realize you need professional advice about certain aspects of your estate plan.
Note, this free Estate Planning Worksheet is not a substitute for making a will, living trust, power of attorney, living will or any other estate planning document. It is an estate planning tool to help you gather all the necessary documents to complete your estate plan and make certain decisions that are required to complete various estate planning documents.
Benefits of Using This Worksheet
Whether you are making an estate plan for the first time or revising your existing estate planning documents, our free Estate Planning Worksheet will help you get started. This worksheet allows you to compile your essential estate planning information in an organized manner. Our free Estate Planning Worksheet helps you quickly outline any questions or concerns about your estate plan, compile a list of your heirs, beneficiaries, and favorite charities, and make decisions about your health care directives.It has been my experience that most people have a difficult time making the decisions necessary to complete a will, power of attorney, living will, and related documents. If you are like most people, choosing a guardian for your minor children or naming a successor trustee for your living trust may take you some time. Other estate planning decisions can be hard as well, such as deciding who should inherit family heirlooms and how much life insurance you need.Although your lawyer may provide valuable advice on making tough decisions about your estate plan, you are in the best position to know how you want your property distributed and whom you want to be in charge of your affairs. Completing our Estate Planning Worksheet will allow you to go through the decision-making process in the privacy of your own home before you have to provide answers to your attorney.Attorneys bill by the hour. If you are disorganized or do not have the documents you need when you meet with a professional about your estate plan, it will probably cost you more money. One simple way to save money when using an attorney, CPA or
financial planner is to be organized and reduce the amount of time they spend on your estate plan.If you are planning to meet with a lawyer, tax advisor or financial planner regarding your estate plan, you can bring this free Estate Planning Worksheet Form, along with copies of your existing will, living trust, power of attorney, living will, other estate planning documents, and the most recent statements from your bank, brokerage, and retirement accounts. By completing this free form in advance, you may be able to avoid having to meet with them a second, third or fourth time to complete your estate plan.
Free Estate Planning Forms
If you have decided to make an estate plan, completing our free Estate Planning Worksheet is a good starting point. However, as you begin to review all the different issues you need to cover in your estate plan, you will soon need to access more forms and legal documents. Although some documents in your estate plan should be prepared by an attorney, there are several you can print and complete on your own.The good news is many of these forms can be obtained for free on our website. Here is a list of some of the free estate planning forms available on Pennyborn.com: 1. Last Wishes Planner: Use this form to leave instructions for your funeral and other final arrangements. 2. Letter to Child Guardian: Use this form to leave instructions to the guardian named in your will about the care of your child. 3. Estate Plan Coversheet: Use this form to summarize key information about your estate plan and store it with your will, trust, and related documents.
4. Letter of Instruction: Use this form to leave instructions to your executor about where certain items can be located and other essential information your executor will need to settle your estate. 5. Executor Checklist: This form provides a list of steps the executor will need to take to administer a decedent's estate. 6. Letter to Pet Guardian: Use this form to leave instructions to the guardian of your pets or other animals about their care, including medical information. 7. Estate Property Form: Use this form to create an inventory of items in an estate for use in estate administration. 8. Living Trust Checklist: This form outlines the steps required to establish and transfer property to a living trust.
INFORMATION ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, IS NOT LEGAL ADVICE. Pennyborn.com is not a law firm and is not a substitute for a lawyer. Your use of this site does not create an attorney-client relationship.