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For information on how to fill out the estate planning worksheet below, or for general guidance on understanding a comprehensive estate plan, please see our following series of explanatory videos:

 

Page 1: Personal Information

Page 2: Asset Information

Page 3: Selection of Financial Fiduciaries 

Page 4: Health Care Fiduciaries and Guardians for Minor Children 

Page 5: Distributions of Personal Property and Specific Gifts

Page 6: Distribution of Remaining Assets at the First Death 

Page 7: Distribution of Remaining Property at Second Death 

 

 

Estate Planning Basics
A basic primer on estate planning which you may want to review before filling out a worksheet.

Estate Planning Worksheet (Married Couple)
Please click on the link above for an estate planning worksheet. If you have any questions about the worksheet or about any aspect of estate planning or administration, please feel free to call (949) 497-5056 or (913) 766-5834 or email LDaff@estateplaninc.com or RGardner@estateplaninc.com. We'll be happy to hear from you and will do our best to help - Leslie and Randy

Estate Planning Worksheet (Unmarried Person)


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| Phone: (949) 497-5056
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| Phone: (949) 497-5056
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| Phone: (816) 916-8844

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