The Estate Plan Coversheet is not a substitute for making a will, living trust, power of attorney, living will or any other estate planning document. It is a form to help you organize your estate planning documents and provide a list of the key people in your estate plan. The Estate Plan Coversheet is not a legally binding document. It is an informal document designed to provide helpful information to the executor or personal representative of your estate in a quick, easy to read format.
If you have a safe deposit box, be aware of issues that can arise in accessing the box after your death. Review our article on use of a safe deposit box for estate planning documents for an overview.Before storing your estate planning documents, including your last will and testament, carefully review all instructions from your estate planning attorney. Make sure your will and other estate planning documents are kept in a location recommended by your lawyer to ensure your final instructions will be followed.To view a list of other estate planning forms you may want to complete before finalizing your estate plan, go to our
free estate planning forms page. Some important documents you may want to add to your estate plan include the following:1. A letter to the person named as guardian for your minor children, called a
Letter to Child Guardian.2. A document outlining your memorial preferences for a funeral, burial or cremation, called a Last Wishes Planner.3. A letter to the person designated as guardian for any of your pets, called a
Letter to Pet Guardian.These are only a few of the forms you may want to review if you have not already added them to your estate planning file.
Free Estate Plan Coversheet
The Estate Plan Coversheet Form is designed to be filled in after you have executed your estate planning documents. Pennyborn.com's free Estate Plan Coversheet is shown below. Print one copy of the form, fill in the information about your estate plan, and place it in the front of your estate plan files or use it as the cover page to your estate planning documents.When completing this document, remember to include a list of all the documents in your estate plan, such as your will, living trust, pet trust, other types of trusts, power of attorney for finances, power of attorney for health care or health care surrogate form, living will or health care directives, DNR order, and memorial preferences or last wishes.If your attorney supplied an Estate Plan Coversheet, use the document provided by your lawyer. Follow all instructions provided by your lawyer for storing your estate plan.
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Letter of Instruction
After you execute your estate planning documents, you should prepare a Letter of Instruction with information that will be helpful to your executor or personal representative in settling your estate. For information on how to write this type of estate planning letter, see
Letter of Instruction. A Letter of Instruction is also a document in which you can include information for your executor, heirs or beneficiaries that should not be included in your estate planning documents.Updated February 3, 2020.
INFORMATION ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, DOES NOT CONSTITUTE LEGAL, FINANCIAL OR TAX 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. Information on this site is for educational purposes only and may not be accurate, complete or up to date.
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