ESTATE PLANNING LIST
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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:
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: