Title: WILL PREPARATION WORKSHEET
Last saved by: Cook, Michele (FindLaw)

WILL OR TRUST PREPARATION WORKSHEET

Tangible Personal Property
(This category includes furniture, jewelry or artwork -- anything of significant value or that you would like to go to a particular person.)

	1.	____________________________________	$__________

	2.	____________________________________	$__________

	3.	____________________________________	$__________

	4.	____________________________________	$__________

II.	Beneficiaries

	Here, list the people you would like to receive a part of your estate or trust, including family members, friends, and charities.

Spouse	Name ______________________________

Children

	1.	____________________________________	

	2.	____________________________________	

	3.	____________________________________	

	4.	____________________________________	

Other Individuals
(Include friends, grandchildren, brothers and sisters, or anyone else to whom you would like to give a part of your estate.)

		Name							Relationship

	1.	____________________________________	_____________________

	2.	____________________________________	_____________________

	3.	____________________________________	_____________________

	4.	____________________________________	_____________________

	5.	____________________________________	_____________________

Charities
(List any religious or other non-profit organizations to whom you would like to make a bequest.  This may reduce the taxes on your estate.)
	1.	____________________________________	

	2.	____________________________________	

	3.	____________________________________	

	4.	____________________________________	

III.	Executor and/or Trustee

	Name the person or persons you would like to appoint to administer your estate or trust.  He or she will carry out your wishes as stated in your will or trust.  Two people may serve together in this role.  Also name an alternate in case the first appointed person cannot serve for any reason.

Executor, executrix

	1.	____________________________________	

	2.	____________________________________	

Alternate

	1.	____________________________________	

	2.	____________________________________	

IV.	Guardian of Children

	The most important purpose of a will for younger people is the appointment of a guardian for their children under age 18.  All people with minor children should have wills for this purpose.

Guardian of estate	____________________________________
 (To handle money)

Alternate		____________________________________

Guardian of person____________________________________
 (To care for children)

Alternate		____________________________________