Estate Plan Template

This estate plan template has 18 pages and is a MS Word file type listed under our human resources documents.

Sample of our estate plan template:

Estate Plan Prepared by: [Your Full Name] Date: Address City Postal Code Phone 555.555.5555 Email info@yourbusiness.com Table of Contents 1. Introduction and Personal Information 4 1.1 Purpose 4 1.2 Personal Information 4 2. Family Information 5 2.1 Spouse/Partner 5 2.2 Children 5 2.3 Other Dependents 5 3. Inventory of Assets 6 3.1 Real Estate 6 3.2 Financial Accounts 6 3.3 Life Insurance Policies 6 3.4 Personal Property 6 3.5 Business Interests 6 3.6 Other Assets 6 4. Legal Documents 7 4.1 Will 7 4.2 Location of Original Will 7 4.3 Date of Last Update 7 4.4 Trusts 7 4.5 Types of Trusts Established 7 4.6 Key Provisions 8 5. Distribution of Assets 9 5.1 Specific Bequests 9 5.2 Residual Estate 9 6. Guardianship (if applicable) 10 6.1 Guardians for Minor Children 10 6.2 Provisions for Dependent Care 10 7. Special Instructions 11 7.1 Charitable Donations 11 7.2 Family Heirlooms 11 8. Executor and Trustee Appointments 12 8.1 Executor 12 8.2 Trustee 12 9. Power of Attorney 13 9.1 Financial Power of Attorney 13 9.2 Healthcare Power of Attorney 13 10. Healthcare Directives 14 10.1 Living Will 14 10.2 Do Not Resuscitate (DNR) 14 11. Funeral Arrangements 15 11.1 Preferences 15 12. Digital Assets 16 12.1 Access Information 16 13. Signatures and Legal Verification 17 13.1 Notarization 17 13.2 Legal Counsel 17 14. Review and Update Schedule 18 14.1 Frequency of Reviews 18 14.2 Circumstances for Updates 18 1. Introduction and Personal Information 1.1 Purpose Outline the purpose of the Estate Plan and the importance of having one. 1.2 Personal Information Full Name: Date of Birth: Social Security Number: Address: 2. Family Information 2.1 Spouse/Partner [Name, relationship, date of birth] 2.2 Children [Names, dates of birth] 2.3 Other Dependents [Names, relationships, dates of birth] 3. Inventory of Assets 3.1 Real Estate [Properties owned, locations, estimated values] 3.2 Financial Accounts [Bank accounts, investment accounts, retirement accounts with institution names and account numbers] 3.3 Life Insurance Policies [Policy numbers, insurance companies, coverage amounts] 3.4 Personal Property [Valuable items such as jewelry, artwork, collectibles] 3.5 Business Interests [Businesses owned, shares and values] 3.6 Other Assets [Any other significant assets] 4. Legal Documents 4.1 Will Outline the last will and testament, detailing the distribution of assets, executor appointments, and care for dependents. 4.2 Location of Original Will Specify the secure location where the original copy of the Will is stored to ensure it can be accessed by the executor when needed. 4