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How to use or fill out will preparation worksheet with our platform
- Click ‘Get Form’ to open the will preparation worksheet in the editor.
- Begin with SECTION A - GENERAL INFORMATION. Fill in your name, date of birth, and social security number. Repeat this for your spouse if applicable.
- Provide your address, city, county, and telephone number. Indicate your marital status and whether you or your spouse have been divorced or widowed.
- Move to SECTION B - EXECUTOR / TRUSTEE INFORMATION. List the primary executor or trustee along with their contact details. Include alternates as necessary.
- In SECTION C - CHILDREN & BENEFICIARIES, detail all children from the marriage and any beneficiaries of your estate, specifying their percentage shares and any special needs.
- Complete SECTION D - FIDUCIARIES by designating durable power of attorney agents for both financial and healthcare decisions.
- Fill out SECTION E - FINANCIAL INFORMATION by estimating the value of your gross estate and listing real estate parcels owned.
- Finally, provide any SPECIAL INSTRUCTIONS or CONCERNS in SECTION F before saving or sharing the completed form.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2015 | 4.5 Satisfied (59 Votes) |
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