- 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 |
|
|
Backup Person #2/Financial Institution |
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|
Specific Transfers You Want at Death |
|
|
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 |
|
|
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 |
|
|
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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Franklin Mint Federal Credit Union and Mint Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mint Wealth Advisors, and may also be employees of Franklin Mint Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Franklin Mint Federal Credit Union or Mint Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
*The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NJ, PA, NY, DE, AZ, MI, FL, MD, TX, VA, GA, NC.
Financial Learning Center content created by TrueBridge, Inc. The information provided is based upon sources and data believed to be accurate and reliable. The content contained herein is intended for information and illustrative purposes only, should not in any way be construed as a personal recommendation, and should be used in conjunction with individual professional advice.
