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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.



Investments and Insurance products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY


Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker/dealer, Member FINRA and SIPC and a registered investment advisor. Insurance is offered through Santander Securities LLC or its affiliates.