Tatia D. Barnes, Esq.
  • Home
  • Probate
  • Estate Administration
    • Heirship Affidavit Samples
  • Estate Administration List For Clients
  • Executor-Administrator Litigation
  • Contact
  • About
  • Fees
  • Disclaimer
  • Client's Rights
  • Helpful Estate Terms
  • Resources
  • Philosophy
  • Blog

Tatia D. Barnes, Esq.

Serving Your Probate, Administration and Estate Planning Needs

ESTATE PLANNING LIST

Printable Versions:

PDF
your_estate_planning_list.pdf
File Size: 17 kb
File Type: pdf
Download File

Word
your_estate_planning_list.docx
File Size: 15 kb
File Type: docx
Download File

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:


​

- - - - END OF ESTATE PLANNING LIST - - - -


ESTATE PLANNING ATTORNEY REFERRAL
TATIA D. BARNES, ESQ.
48 Wall Street, 11th Floor
New York, New York 10005
​(212) 537-4069
Attorney Advertising.  2010 - 2022  All Rights Reserved
  • Home
  • Probate
  • Estate Administration
    • Heirship Affidavit Samples
  • Estate Administration List For Clients
  • Executor-Administrator Litigation
  • Contact
  • About
  • Fees
  • Disclaimer
  • Client's Rights
  • Helpful Estate Terms
  • Resources
  • Philosophy
  • Blog