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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 or 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 or partner.
    • It is provided in MS Word format and can be easily downloaded and filled in, either on the computer or by hand.
    Download Type: Microsoft Word
    Last Updated: 09-August-2021
    SKU: 872