Worksheet: Your Estate Wishes - Virginia Asset Group

Estate Planning

Worksheet: Your Estate Wishes

YOUR ESTATE WISHES Guardian for Your Children
Guardian
Backup Guardian #1
Backup Guardian #2
Executor for Your Estate
Executor
Backup Person #1
Backup Person #2/Financial Institution
Specific Transfers You Want at Death (e.g., leaving your daughter your Babe Ruth autographed baseball)
List person to receive asset:	List specific assets and/or dollar amounts:



Specific Transfers to People Who Need Supervision to Control the Assets Effectively
List person to receive asset:	List specific assets and the person you would like to see help in supervising these assets:



The Remainder of My Estate Should Go To
List person to receive percentage of estate:	List percentage of what's left:



Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively
List person to receive percentage of estate:	List percentage of estate and the person who you would like to see help in supervising these assets:

YOUR PARTNER'S ESTATE WISHES Guardian for Your Children
Guardian
Backup Guardian #1
Backup Guardian #2
Executor for Your Estate
Executor
Backup Person #1
Backup Person #2/Financial Institution
Specific Transfers You Want at Death (e.g., leaving your daughter your Babe Ruth autographed baseball)
List person to receive asset:	List specific assets and/or dollar amounts:



Specific Transfers to People Who Need Supervision to Control the Assets Effectively
List person to receive asset:	List specific assets and the person you would like to see help in supervising these assets:



The Remainder of My Estate Should Go To
List person to receive percentage of estate:	List percentage of what's left:



Remainder of My Estate to People Who Need Supervision to Control the Assets Effectively
List person to receive percentage of estate:	List percentage of estate and the person who you would like to see help in supervising these assets:

IMPORTANT NOTE: These Worksheets are not legal documents and are not intended to replace a will or other required estate planning tools. They are simply a way for you to collect your thoughts.

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