Financial Answer Center
- Understanding the Basics
- Critical Decisions
- Important Legal Documents
- What Happens After You Die
- Estate and Gift Taxes
- Planning Steps for Your Estate
- Trusts
- Estate Planning Glossary
- Worksheet: What's Your Estate Worth?
- Worksheet: Your Estate Wishes
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YOUR ESTATE WISHES |
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Guardian |
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Backup Guardian #1 |
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Backup Guardian #2 |
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Executor for Your Estate |
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Executor |
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Backup Person #1 |
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Backup Person #2/Financial Institution |
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Specific Transfers You Want at Death |
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List person to receive asset: |
List specific assets and/or dollar amounts: |
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Specific Transfers to People Who Need Supervision to Control the Assets Effectively |
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List person to receive asset: |
List specific assets and the person you would like to see help in supervising these assets: |
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The Remainder of My Estate Should Go To |
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List person to receive percentage of estate: |
List percentage of what's left: |
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Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively |
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List person to receive percentage of estate: |
List percentage of estate and the person who you would like to see help in supervising these assets: |
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YOUR PARTNER'S ESTATE WISHES |
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Guardian |
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Backup Guardian #1 |
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Backup Guardian #2 |
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Executor for Your Estate |
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Executor |
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Backup Person #1 |
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Backup Person #2/Financial Institution |
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Specific Transfers You Want at Death |
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List person to receive asset: |
List specific assets and/or dollar amounts: |
|
Specific Transfers to People Who Need Supervision to Control the Assets Effectively |
|
|
List person to receive asset: |
List specific assets and the person you would like to see help in supervising these assets: |
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The Remainder of My Estate Should Go To |
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List person to receive percentage of estate: |
List percentage of what's left: |
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Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively |
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|
List person to receive percentage of estate: |
List percentage of estate and the person who you would like to see help in supervising these assets: |
IMPORTANT NOTE: These Worksheets are not legal documents and are not intended to replace a will or other required estate planning tools. They are simply a way for you to collect your thoughts.
Securities and insurance products are offered through Osaic Institutions, INC., Member FINRA/SIPC. Osaic Institutions, INC. and FB Wealth Management, a division of First Bank, are not affiliated. We do not provide tax advice. Consult your tax advisor.