Use this Estate Planning Analysis worksheet to help you determine what the short-term and long-term financial would be upon you or your spouse / partner if the other one was to die. The analysis includes:

• a breakdown of immediate cash requirements by the surviving spouse / partner,


• ongoing monthly income needs, and


• available assets.

The Estate Planning Analysis should be completed by both you and your spouse / partner. It is provided in MS Word format and is easy to fill in and print.