Estate Planning Worksheet - Berkshire Wealth Group

Estate Planning Worksheet

Purpose: This worksheet is designed to help you organize important information about your estate, assets, and wishes. While we are not estate attorneys, we can work with your legal advisors to ensure your financial plan aligns with your estate planning goals. Please complete this form to the best of your ability and schedule a consultation to discuss your specific needs.

Important: This document contains sensitive information. Please store it securely and update it regularly as circumstances change.

Personal Information

Full Legal Name:

Date of Birth:

Social Security Number:

Address:

Phone:

Email:

Marital Status:

Spouse/Partner Information (if applicable)

Full Legal Name:
Date of Birth:
Social Security Number:

Children/Dependents

Name	Date of Birth	Relationship

Existing Estate Planning Documents

Last Will and Testament (Date: )

Revocable Living Trust (Date: )

Power of Attorney (Date: )

Healthcare Power of Attorney (Date: )

Living Will/Advance Directive (Date: )

Location of Documents:

Estate Attorney Name & Contact:

Key Advisors & Representatives

Executor/Personal Representative

Name:
Relationship:
Contact Information:
Alternate Executor:

Trustee (if applicable)

Name:
Contact Information:

Guardian for Minor Children (if applicable)

Primary Guardian:
Contact Information:
Alternate Guardian:

Other Professional Advisors

CPA/Accountant:
Insurance Agent:
Other:

Asset Inventory

Real Estate

Property Address	Ownership	Est. Value

Bank/Investment Accounts

Institution	Account Type	Account #	Beneficiary

Retirement Accounts

Institution	Account Type	Account #	Beneficiary

Life Insurance Policies

Company	Policy #	Death Benefit	Beneficiary

Business Interests

Business Name	Type/Structure	Ownership %	Est. Value

Other Significant Assets

Vehicles, Collections, Valuables, etc.:

Liabilities & Debts

Creditor/Lender	Type of Debt	Account Number	Balance Owed

Distribution of Estate

General Distribution Wishes:

Specific Bequests:

Charitable Intentions:

Digital Assets & Accounts

Email Accounts:

Social Media Accounts:

Financial Accounts/Apps:

Important Digital Files:

Final Wishes

Funeral/Memorial Preferences:

Pre-paid Funeral Arrangements:

Organ Donation Wishes:

Additional Notes & Information