ESTATE PLANNING LIST
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YOUR ESTATE PLANNING LIST
WHO DO YOU WANT TO LEAVE GIFTS TO IN YOUR WILL?
BENEFICIARIES (Family, Friends, Charities)
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
WHAT IS IN YOUR ESTATE?
What do you want to gift to your family, friends or charities?
Note whether any apartments are Cooperatives or Condominiums
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
WHO WILL HANDLE YOUR AFFAIRS?
EXECUTOR (of your Will)
Name:
Address:
ALTERNATE (back up)
Name:
Address:
TRUSTEES (for Testamentary Trusts, Special Needs and other Living Trusts)
Name:
Address:
ALTERNATE (back up)
Name:
Address:
ATTORNEY IN FACT = POWER OF ATTORNEY
Name:
Address:
ALTERNATE (back up)
Name:
Address:
GUARDIAN FOR MINORS (through Surrogate or Family court)
Name:
Address:
ALTERNATE (back up)
Name:
Address:
Be sure to obtain current/accurate names, addresses, phone numbers and email addresses
LIST ANY PROFESSIONALS WHO SHOULD BE CONTACTED TO ASSIST WITH HANDLING YOUR AFFAIRS?
(only those that apply to your situation)
ACCOUNTANT
Name:
Address:
BANK (banker)
Name:
Address:
LIFE INSURANCE AGENT/COMPANY
Name:
Address:
REAL ESTATE AGENT
Name:
Address:
NURSING HOME/AGENCY
Name:
Address:
CHURCH
Name:
Address:
FUNERAL HOME
Name:
Address:
CEMETERY
Name:
Address:
WHO DO YOU WANT TO LEAVE GIFTS TO IN YOUR WILL?
BENEFICIARIES (Family, Friends, Charities)
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
WHAT IS IN YOUR ESTATE?
What do you want to gift to your family, friends or charities?
Note whether any apartments are Cooperatives or Condominiums
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
______________________________________________________________
WHO WILL HANDLE YOUR AFFAIRS?
EXECUTOR (of your Will)
Name:
Address:
ALTERNATE (back up)
Name:
Address:
TRUSTEES (for Testamentary Trusts, Special Needs and other Living Trusts)
Name:
Address:
ALTERNATE (back up)
Name:
Address:
ATTORNEY IN FACT = POWER OF ATTORNEY
Name:
Address:
ALTERNATE (back up)
Name:
Address:
GUARDIAN FOR MINORS (through Surrogate or Family court)
Name:
Address:
ALTERNATE (back up)
Name:
Address:
Be sure to obtain current/accurate names, addresses, phone numbers and email addresses
LIST ANY PROFESSIONALS WHO SHOULD BE CONTACTED TO ASSIST WITH HANDLING YOUR AFFAIRS?
(only those that apply to your situation)
ACCOUNTANT
Name:
Address:
BANK (banker)
Name:
Address:
LIFE INSURANCE AGENT/COMPANY
Name:
Address:
REAL ESTATE AGENT
Name:
Address:
NURSING HOME/AGENCY
Name:
Address:
CHURCH
Name:
Address:
FUNERAL HOME
Name:
Address:
CEMETERY
Name:
Address: