• October 2019
    M T W T F S S
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Estate Planning Worksheet for Married People

When to use Estate Planning Worksheet for Married People

The process of estate planning can be understandably intimidating. For starters, it can be challenging to know how to begin. Every couple’s circumstances, priorities, property, expectations and concerns are different. Thankfully, worksheets designed to prepare couples for the estate planning process are often quite helpful when spouses are having difficulty “digging in” to the process of estate planning. This worksheet is specifically designed to help couples begin this critically important process in an efficient and effective way.


This worksheet may benefit you and your spouse if you either do not have any estate plan in place at this time or you need to overhaul your existing estate plan(s). This comprehensive approach to planning will help to ensure that you feel confident about your broader goals, priorities and vision for your estate plan as you move forward with filling out additional documentation. Whether you are hoping to simply draft a will, designate a power of attorney and create an advance healthcare directive or you have much more complex estate planning goals in mind, this worksheet can help to provide you and your spouse with a roadmap of your goals and next steps.

It is worth noting that this worksheet may be beneficial regardless of whether you are currently preparing to meet with an attorney in order to formalize your estate plan. This worksheet will help you and your spouse to have an important conversation about your estate and the approach you hope to take when navigating the process of estate planning. Because estate planning is a complex endeavor, it is helpful to have a strong sense of how to move forward; this document can help you to obtain that vision in easy, straightforward ways.

Alternative Names

Estate Planning Checklist for Married Couples
Probate and Estate Planning Form for Married Couples