Estate Planning Analysis Worksheet

Do you know what the short-term and long-term financial impact would be for the survivor if you or your spouse / partner were to die?

Use this Estate Planning Analysis Worksheet to help you determine:

the immediate cash requirements of the surviving spouse / partner,
ongoing monthly income needs, and
available assets.

This Estate Planning Analysis Worksheet should be completed by both you and your spouse / partner. It is provided in MS Word format and can be easily downloaded and filled in, either on the computer or by hand.

NOTICE: The information and links contained on this web page are intended only to be merely informative and are NOT intended to provide legal advice to any person/entity. Consult with and seek the advice of a qualified lawyer. E.&O.E. Click here for important legal disclaimer.