A Guide to Planning Your Legacy

Estate Planning Worksheets

Visit the link below to access worksheets that you can fill in with information to help you with the estate planning process. They are provided to help guide your meeting with an advisor. Please note that these worksheets are tools to help with the planning process and are not a request of The Havergal College Foundation.

Download Worksheets

Estate Planning Worksheets: • You and Your Family • Your Children • Your Executor • Power of Attorney: Healthcare and Finances • Estate Finances: Assets • Estate Finances: Liabilities

Tips on Completing Worksheets: • Spell names exactly as you want them to appear in your estate documents. • Use full legal names, not nicknames.

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