Estate Planning Worksheet for Married People

If you and your spouse are planning a will or living trust as a married couple, it may be difficult to know where to start. For new couples, the Rocket Lawyer Estate Planning Worksheet can serve as a comprehensive estate planning checklist to help you get organized.

Use the Estate Planning Worksheet for Married People document if:

You're getting ready to prepare a will or trust.
You're figuring out the size of your estate.
You need to find out if more complex planning is in order.
You're preparing to meet with a professional about estate planning for married people.

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