For every family · any faith

Will & Estate Preparation Worksheet

Your final wishes first, then your estate, your children, and the people who will act for you. Fill in what you can, a little at a time. Your answers save on this device only, and you can export them to Word for your attorney.

Not a will by itself.This worksheet prepares you. Have the final documents prepared or reviewed by an estate-planning attorney in your state.

Keep it private.Your answers stay on this device. Don’t enter account numbers or passwords. On a shared computer, press Clear all when you finish.