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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 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: 24-January-2019
    SKU: 872