Tatia D. Barnes, Esq.
  • Home
  • Probate
  • Estate Administration
  • Estate Administration List For Clients
  • Executor-Administrator Litigation
  • Contact
  • Disclaimer
  • About
  • Fees
  • Client's Rights
  • Resources
  • Helpful Estate Terms
  • 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
Please enter the information that best fits your estate planning needs



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 - - - -


TATIA D. BARNES, ESQ.
48 Wall Street, 11th Floor
New York, New York 10005
​(212) 537-4069
Attorney Advertising.  2010 - 2020  All Rights Reserved
  • Home
  • Probate
  • Estate Administration
  • Estate Administration List For Clients
  • Executor-Administrator Litigation
  • Contact
  • Disclaimer
  • About
  • Fees
  • Client's Rights
  • Resources
  • Helpful Estate Terms
  • Philosophy
  • Blog