• October 2019
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Estate Planning Worksheet for Single People

When to use Estate Planning Worksheet for Single People

The process of creating an estate plan can be intimidating. It is a complex process that compels each individual to answer some tough questions. In addition, everybody’s expectations, priorities, needs and concerns are different. Thankfully, worksheets created to help individuals prepare for the estate planning process can make the tasks associated with estate planning more efficient and less stressful. This worksheet is specifically designed to help single individuals begin this critically important process in an easy, straightforward way.


This worksheet may be helpful for you if you either do not have a legally enforceable estate plan in place at this time or you need to completely revise your existing estate plan. This comprehensive approach to preparation will help you define your broader goals and expectations for your estate plan as you move forward with filling out additional documentation. In addition, it will help you identify the next steps you will need to take as your process progresses. In essence, this worksheet serves as an important estate planning “roadmap.”

It is worth noting that this worksheet may be helpful whether or not you are currently scheduled to meet with a lawyer in order to formalize the details of your estate plan. This worksheet will help you to think critically about your estate and the approach you hope to take when navigating the process of estate planning. It may initially seem unnecessary to sit down and map out your estate planning approach. However, using this worksheet will give you both a strong sense of how to begin and how to take necessary additional steps in this process.

Alternative Names

Estate Planning Checklist for Single Individuals
Probate and Estate Planning Form for Single Individuals
Estate Planning Checklist
Probate and Estate Planning Form