ESTATE PLANNING LIST
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Please Use This Form To Make A List Of Your Assets.
Please Distinguish Between Real property (real estate) and Personal Property (anything you own that is not real estate).
NOTE: Real Estate includes land, houses, buildings and condominiums. Real Estate does not include cooperative apartments (coops) because cooperative shares are personal property.
Please Distinguish Between Real property (real estate) and Personal Property (anything you own that is not real estate).
NOTE: Real Estate includes land, houses, buildings and condominiums. Real Estate does not include cooperative apartments (coops) because cooperative shares are personal property.
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WHAT ARE YOUR ESTATE NEEDS?
___ Last Will & Testament
___ Healthcare Proxy (Living Will)
___ Power of Attorney
___ Trust (Revocable or Irrevocable)
___ Supplemental Needs Trusts (Special Needs)
___ Lease for adult living in your home
___ Long Term Health Care Plan (including Medicaid)
___ Insurance Policies (including any policy to fund an Irrevocable Trust)
___ Retirement/Pensions/Annuities
___ Gifts
___ Tax Exclusions
___ Healthcare Proxy (Living Will)
___ Power of Attorney
___ Trust (Revocable or Irrevocable)
___ Supplemental Needs Trusts (Special Needs)
___ Lease for adult living in your home
___ Long Term Health Care Plan (including Medicaid)
___ Insurance Policies (including any policy to fund an Irrevocable Trust)
___ Retirement/Pensions/Annuities
___ Gifts
___ Tax Exclusions
WHO ARE THE REQUIRED PLAYERS IN YOUR ESTATE?
SUGGESTED CATEGORIES (Please note: your specific needs may not require all of these):
EXECUTOR/EXECUTRIX
Name:
Address:
Name:
Address:
TRUSTEES (for Testamentary Trusts, Special Needs and other Living Trusts)
Name:
Address:
Name:
Address:
BENEFICIARIES (People and Organizations)
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
ATTORNEY IN FACT = POWER OF ATTORNEY
Name:
Address:
Name:
Address:
Name:
Address:
GUARDIANS (through Surrogate or Family court)
Name:
Address:
Name:
Address:
Be sure to obtain current/accurate names, addresses, phone numbers and email addresses
EXECUTOR/EXECUTRIX
Name:
Address:
Name:
Address:
TRUSTEES (for Testamentary Trusts, Special Needs and other Living Trusts)
Name:
Address:
Name:
Address:
BENEFICIARIES (People and Organizations)
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
Name:
Address:
ATTORNEY IN FACT = POWER OF ATTORNEY
Name:
Address:
Name:
Address:
Name:
Address:
GUARDIANS (through Surrogate or Family court)
Name:
Address:
Name:
Address:
Be sure to obtain current/accurate names, addresses, phone numbers and email addresses
WHO ARE THE PEOPLE YOU WOULD PREFER TO BE ON YOUR ESTATE TEAM?
ACCOUNTANT
Name:
Address:
BANK (banker)
Name:
Address:
INSURANCE COMPANY
Name:
Address:
REAL ESTATE AGENT
Name:
Address:
NURSING HOME/AGENCY
Name:
Address:
CHURCH
Name:
Address:
FUNERAL HOME
Name:
Address:
CEMETERY
Name:
Address:
Name:
Address:
BANK (banker)
Name:
Address:
INSURANCE COMPANY
Name:
Address:
REAL ESTATE AGENT
Name:
Address:
NURSING HOME/AGENCY
Name:
Address:
CHURCH
Name:
Address:
FUNERAL HOME
Name:
Address:
CEMETERY
Name:
Address: