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 ⁄ partner. It is provided in MS Word format and can be easily downloaded and filled in, either on the computer or by hand.