Estate Planning Worksheets

The worksheets for married couples and single persons are posted so that you can see become acquainted with the information. Save and print the applicable PDF file below and read over the questions. Fill in the preliminary information and bring this with you to your first consultation. The questions and the estate evaluation sheet give you a place to begin your estate planning.

To view the files you will need the Adobe® Acrobat® Reader®, which is a free download at www.adobe.com.

• Married Couples worksheet in PDF format
  Includes an estate planning form, questions to consider, and an estate evaluation sheet that pertain to the estate of a married couple with or without children.
  
  
• Single Person worksheet in PDF format
  Includes an estate planning form, questions to consider, and an estate evaluation sheet that pertain to the estate of a single person with or without children.