Estate Planning Worksheet - Married

You and your spouse may be planning a will or living trust, if so, an Estate Planning Worksheet for married couples can help get you organized. Even if it's just to figure out the size of your estate it's usually smart to plan ahead; an Estate Planning Worksheet can help you do just that.

Use the Estate Planning Worksheet - Married document if:

You're getting ready to prepare a will or trust.
You're figuring out the size of your estate.
You need to find out if more complex planning is in order.
You're preparing to meet with a professional about estate planning.

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