King William Law Center
923 S. Alamo Street, Suite 2, San Antonio, TX 78205 · kingwilliamlaw.com

Resources · Printable worksheet

Estate-Planning Worksheet

Estate planning starts with a clear picture of your family, what you own, and whom you trust. Fill in what you can before you meet an attorney; it saves time and money, and you will not be sending sensitive details over the internet. Bring it to your meeting.

About You

Full legal name

Date of birth

Home address

Marital status / spouse’s full name

Your Family

Children (names and ages). Note any who are minors or who have special needs.

Anyone else you want to provide for or specifically leave out.

What You Own (Approximate Values)

Home and any other real estate

Bank and investment accounts

Retirement accounts (401k, IRA, pension)

Life insurance (company and amount)

Business interests

Vehicles, valuables, collections

Debts (mortgage, loans)

The People You Choose

Executor of your will (and an alternate)

Guardian for minor children (and an alternate)

Agent for finances (power of attorney)

Agent for health-care decisions

Trustee, if you want a trust

Your Wishes

Who should receive what? Note any specific gifts, charities, or instructions.

Care for pets, funeral or burial wishes, and anything else you want known.

A planning tool, not legal advice and not a will. Rutherford PLLC, at this address, prepares estate plans under Texas law. Bring this worksheet to your consultation.