Will Preparation Worksheet

Completing a Will Preparation Worksheet typically requires time and thorough preparation. It’s best done with all relevant information on hand, including financial documents, details on medical wishes, and estate information. Working with a legal professional can help ensure all your assets and instructions are accurately documented and organized.

This worksheet helps highlight what you or your client may need to include in creating a will. This handy worksheet can help prepare you to create a will and solidify what's important to include.

Anyone can use this worksheet. It is not legally binding, however, and acts as a scaffold for a legally recognized will that needs to be created following state law.