Estate Planning Worksheet - Single

An Estate Planning Worksheet can be an important document to get you organized, regardless of marital status. Every estate will have beneficiaries: family, friends, or charities just to name a few. An Estate Planning Worksheet helps you sort out how you're going to take care of the people that matter most.

Use the Estate Planning Worksheet - Single document if:

You're about to draft a trust or will.
You want to determine the size your estate.
You want to determine whether more complex estate planning is appropriate.
You're preparing for a meeting with a financial, tax, or estate advisor.

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