MIND YOUR BUSINESS

Will Starter Sheet

Get started on your estate plan in three simple steps: list what you have, list who's important to you, then connect them.

STEP 1

What I Have

List your assets with their approximate values.

Description Value

MONEY

INVESTMENTS

RETIREMENT ACCOUNTS

REAL ESTATE

VEHICLES

JEWELRY / VALUABLES

LIFE INSURANCE

OTHER ASSETS

Estimated Estate Value

$0

STEP 2

Who I Have

List the important people in your life — family, friends, or organizations.

SPOUSE / PARTNER

1.

CHILDREN

1.

2.

3.

4.

GRANDCHILDREN

1.

2.

3.

4.

SIBLINGS

1.

2.

3.

4.

PARENTS

1.

2.

NIECES / NEPHEWS

1.

2.

AUNTS / UNCLES / COUSINS

1.

2.

FRIENDS

1.

2.

CHURCH / CHARITY

1.

2.

STEP 3

Who Gets What

Fill in your assets in Step 1 to get started.

Now draw the line — for each asset, select who should receive it.

EXAMPLE:

Chase Checking ($5,000) → Daughter

Not sure who should get something? That's okay — leave it blank. Your attorney can help you decide.

STEP 4

Get Your Completed Worksheet

Enter your information to receive a printable PDF of your Will Starter Sheet.

First Name *

Last Name *

State * Select State Pennsylvania New Jersey Delaware Virginia Kentucky South Carolina Alabama Alaska Arizona Arkansas California Colorado Connecticut Washington D.C. Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Rhode Island South Dakota Tennessee Texas Utah Vermont Washington West Virginia Wisconsin Wyoming

ZIP Code

Send My Worksheet

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Thank You!

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What's Next?

Print your worksheet and take it to your estate attorney. They may ask additional questions, but this gives you a solid starting point for the conversation.

Need an Estate Attorney?

Wilson Law Offices specializes in wills, trusts, and estate planning.

Schedule a Free 15-Minute Consultation

Remember: This is just a sheet to get you started with the Will process. There are no wrong answers!

From "Mind Your Business: 5 Legal Documents to Preserve Wealth and Sanity"

© Wilson Law Offices