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Document Id : 872

File Type : Microsoft Word

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Estate Planning Analysis Worksheet

Do you know what the short-term and long-term financial impact would be for the survivor if you or your spouse ⁄ partner were to die?

Use this Estate Planning Analysis Worksheet to help you determine:
  • the immediate cash requirements of the surviving spouse ⁄ partner,
  • ongoing monthly income needs, and
  • available assets.
This Estate Planning Analysis Worksheet should be completed by both you and your spouse ⁄ partner. It is provided in MS Word format and can be easily downloaded and filled in, either on the computer or by hand.

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