free form estate planning married couple checklist

Though this option usually works out great for your spouse, it may not meet all of your comprehensive estate planning needs or cause unintended consequences. You may think that the best way to provide for your spouse is to leave your entire estate to them in trust - but that isn’t always the case. Many people have heard of trusts but are less clear on their actual benefits. One of the best ways to provide for your spouse when you pass away is by creating a trust. Here are the basic estate planning documents you should create as soon as possible: Use the following checklist to confirm you have everything you need to ensure a smooth estate settlement for your spouse. In this guide, we’ll address several actions you can take to ensure you provide for your spouse after you’re gone.įirst things first, it’s time to get your estate planning basics in order. If you’re concerned about how your spouse will manage after you pass away, it’s best to be proactive and start preparing now. You want to know your spouse will be okay after you’re gone. Getting married is a pivotal point in someone’s life when they realize they are no longer just responsible for themselves but another person as well.

Many people start thinking about estate planning after a significant life event spurs them into action, such as marriage.

Free form estate planning married couple checklist