- Understanding the Basics
- Critical Decisions
- Important Legal Documents
- What Happens After You Die
- Estate and Gift Taxes
- Planning Steps for Your Estate
- Trusts
- Estate Planning Glossary
- Worksheet: What's Your Estate Worth?
- Worksheet: Your Estate Wishes
YOUR ESTATE WISHES |
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Guardian |
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Backup Guardian #1 |
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Backup Guardian #2 |
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Executor for Your Estate |
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Executor |
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Backup Person #1 |
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Backup Person #2/Financial Institution |
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Specific Transfers You Want at Death |
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List person to receive asset: |
List specific assets and/or dollar amounts: |
Specific Transfers to People Who Need Supervision to Control the Assets Effectively |
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List person to receive asset: |
List specific assets and the person you would like to see help in supervising these assets: |
The Remainder of My Estate Should Go To |
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List person to receive percentage of estate: |
List percentage of what's left: |
Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively |
|
List person to receive percentage of estate: |
List percentage of estate and the person who you would like to see help in supervising these assets: |
YOUR PARTNER'S ESTATE WISHES |
|
Guardian |
|
Backup Guardian #1 |
|
Backup Guardian #2 |
|
Executor for Your Estate |
|
Executor |
|
Backup Person #1 |
|
Backup Person #2/Financial Institution |
|
Specific Transfers You Want at Death |
|
List person to receive asset: |
List specific assets and/or dollar amounts: |
Specific Transfers to People Who Need Supervision to Control the Assets Effectively |
|
List person to receive asset: |
List specific assets and the person you would like to see help in supervising these assets: |
The Remainder of My Estate Should Go To |
|
List person to receive percentage of estate: |
List percentage of what's left: |
Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively |
|
List person to receive percentage of estate: |
List percentage of estate and the person who you would like to see help in supervising these assets: |
IMPORTANT NOTE: These Worksheets are not legal documents and are not intended to replace a will or other required estate planning tools. They are simply a way for you to collect your thoughts.
Securities and Insurance Products: | ||
Not Insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit or Guaranteed by the Bank or any Bank Affiliate |
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Community Wealth Advisors is a trade name of the bank. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed by insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. | ||