Will Worksheet written in MS Word by wls95201

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MS Word .doc form Estate Planning and Will Check sheet. Print the form out and fill it out and use it as a tool to help you plan and make your will. Get your estate in order. There are some links provided at the end of the document and they are free links to sites that offer great free legal information about Wills and Estates and other things. Enjoy!

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									Worksheet for Your Will
READ ME FIRST!

Before you fill out this worksheet take the time to read the self-help guide on wills. It includes definitions of some legal terms you need to know. Once you understand the general information, complete this worksheet. Remember: wills are important legal documents. It you have any questions, ask a Legal Services Network lawyer.

ABOUT YOU
Many people use more than one name, such as a nickname, or middle name. On your will it is especially important to use you full "official" name, such as the name you use to sign your checks or income tax return.
Full name: _____________________________________________________ Street Address: _________________________________________________ City, State, Zip: _________________________________________________ Area code and phone number(s): __________________________________

SELECTING YOUR EXECUTOR AND ALTERNATE
Enter the name of the person you want to appoint as your executor. Make sure you read the section in the guide on choosing your executor. Full name: _____________________________________________________ Street Address: _________________________________________________ City, State, Zip: _________________________________________________ Area code and phone number(s): ___________________________________ I have talked with this person and s/he agrees to serve as my executor. Yes ______ No______

Enter the name of the person you want to appoint as an alternate, in case your first choice is unable to serve. We highly recommend that you name an alternate.

Full name: __________________________________________________________ Street Address: ______________________________________________________ City, State, Zip: ______________________________________________________ Area code and phone number(s): ________________________________________ You need to decide if your want your executor to post a bond. This is like buying an insurance policy to protect your estate if your executor does something with you property against your wishes. Your estate would pay the premium. I do ________ I do not _________ want my executor to post bond.

ASSETS THAT I OWN Before you determine to whom you want to leave your property, you need to think about the property that you have to give away. Remember that some property, such as jointly owned property with right of survivorship, will go automatically to a joint owner, even if you have a will. Real Estate: How Owned:

a)________________________________________ _________________________________________ b)________________________________________ _________________________________________ c)________________________________________ e)________________________________________ _________________________________________ _________________________________________

Savings Accounts:

How Owned:

a)________________________________________ _________________________________________ b)________________________________________ _________________________________________

Vehicles:

How Owned:

a)________________________________________ _________________________________________ b)________________________________________ _________________________________________

c)________________________________________

_________________________________________

Property in Trust:

How Owned:

a)________________________________________ _________________________________________ b)________________________________________ _________________________________________ c)________________________________________ _________________________________________

MARITAL STATUS (check one) 1)_____ Currently married _______________________________________________ (Full name of spouse) 2) Separated? ________ No ________ Yes Date separated: ____/____/______ 3)_____ Spouse deceased 4)_____Never married 5)_____ Divorced

SELECTING THE PERSONS TO BE YOUR BENEFICIARIES
You need to list the names and addresses of the persons you want to name in your will. This list could include children, grandchildren, siblings, and friends. Be sure to note if anyone you name is under 18 years old.

UNDER 18 A) Full name: ________________________________________________ Street address: ______________________________________________ City, State, Zip: ______________________________________________ _____ Yes _____ No

B) Full name: ________________________________________________ Street address: ______________________________________________ City, State, Zip: ______________________________________________ _____ Yes _____ No

C) Full name: ________________________________________________ Street address: ______________________________________________ City, State, Zip: ______________________________________________ _____ Yes _____ No

D) Full name: _______________________________________________ Street address: ______________________________________________ City, State, Zip: ______________________________________________ _____ Yes _____ No

OTHERS UNDER 18 E) Full name: ________________________________________________ Street address: ______________________________________________ City, State, Zip: ______________________________________________ _____ Yes _____ No

F) Full name: ________________________________________________ Street address: ______________________________________________ City, State, Zip: ______________________________________________ _____ Yes _____ No

G) Full name: _______________________________________________ Street address: ______________________________________________ City, State, Zip: ______________________________________________

UNDER 18 ______ Yes _____ No

H) Full name: _______________________________________________ Street address: _____________________________________________ City, State, Zip: _____________________________________________ ______ Yes ______ No

SPECIFIC GIFTS I want to make specific gifts. I give (NAME)

___________________________________ TO:_____________________________________ ___________________________________ TO: _____________________________________ ___________________________________ TO: _____________________________________ ___________________________________ TO:_____________________________________ ___________________________________ TO: _____________________________________ ___________________________________ TO: _____________________________________

YOUR OWN THOUGHTS
Put in your own words your thoughts about how you wish to distribute your property. For example: "I want to everything to go to my husband, but if he dies before I do, I want my children to share all my things equally." _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________

_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________

QUESTIONS YOU NEED ANSWERED

I want to ask my Legal Services Network lawyer: 1.____________________________________________________________________________ ______________________________________________________________________________ 2.____________________________________________________________________________ ______________________________________________________________________________ 3.____________________________________________________________________________ ______________________________________________________________________________ 4.____________________________________________________________________________ ______________________________________________________________________________ 5.____________________________________________________________________________ ______________________________________________________________________________

Links to free guides and Will forms information:      Full Guide & Book About Wills and Estate Planning Free Simple Will-Fill and Print from the Net Free Simple-Will_with_Children-Fill-and-Print-Form Married Parents Information and Free Fill and Print Form Full Guide to Estate Planning and Wills-Power of Attorneys


								
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