- Understanding the Basics
- Critical Decisions
- Important Legal Documents
- What Happens After You Die
- Estate and Gift Taxes
- Planning Steps for Your Estate
- Trusts
- Estate Planning Glossary
- Worksheet: What's Your Estate Worth?
- Worksheet: Your Estate Wishes
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YOUR ESTATE WISHES |
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Guardian |
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Backup Guardian #1 |
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Backup Guardian #2 |
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Executor for Your Estate |
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Executor |
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Backup Person #1 |
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Backup Person #2/Financial Institution |
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Specific Transfers You Want at Death |
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List person to receive asset: |
List specific assets and/or dollar amounts: |
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Specific Transfers to People Who Need Supervision to Control the Assets Effectively |
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List person to receive asset: |
List specific assets and the person you would like to see help in supervising these assets: |
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The Remainder of My Estate Should Go To |
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List person to receive percentage of estate: |
List percentage of what's left: |
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Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively |
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List person to receive percentage of estate: |
List percentage of estate and the person who you would like to see help in supervising these assets: |
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YOUR PARTNER'S ESTATE WISHES |
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Guardian |
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Backup Guardian #1 |
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Backup Guardian #2 |
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Executor for Your Estate |
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Executor |
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Backup Person #1 |
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|
Backup Person #2/Financial Institution |
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Specific Transfers You Want at Death |
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List person to receive asset: |
List specific assets and/or dollar amounts: |
|
Specific Transfers to People Who Need Supervision to Control the Assets Effectively |
|
|
List person to receive asset: |
List specific assets and the person you would like to see help in supervising these assets: |
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The Remainder of My Estate Should Go To |
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|
List person to receive percentage of estate: |
List percentage of what's left: |
|
Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively |
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|
List person to receive percentage of estate: |
List percentage of estate and the person who you would like to see help in supervising these assets: |
IMPORTANT NOTE: These Worksheets are not legal documents and are not intended to replace a will or other required estate planning tools. They are simply a way for you to collect your thoughts.
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value |
| Not a Bank Deposit | Not Insured by Any Federal Government Agency | |
Meeting with NHTrust team is without obligation or cost.
NHTrust is a trade name of New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust not affiliated.