Will preparation worksheet 2026

1. Click ‘Get Form’ to open the will preparation worksheet in the editor.
2. Begin with SECTION A - GENERAL INFORMATION. Fill in your name, date of birth, and social security number. Repeat this for your spouse if applicable.
3. Provide your address, city, county, and telephone number. Indicate your marital status and whether you or your spouse have been divorced or widowed.
4. Move to SECTION B - EXECUTOR / TRUSTEE INFORMATION. List the primary executor or trustee along with their contact details. Include alternates as necessary.
5. 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.
6. Complete SECTION D - FIDUCIARIES by designating durable power of attorney agents for both financial and healthcare decisions.
7. Fill out SECTION E - FINANCIAL INFORMATION by estimating the value of your gross estate and listing real estate parcels owned.
8. Finally, provide any SPECIAL INSTRUCTIONS or CONCERNS in SECTION F before saving or sharing the completed form.

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