Estate Planning Checklist Template Page 12
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Liabilities
Describe here substantial financial liabilities not reflected in the asset information you have
provided above. If they are secured, indicate the nature of the security. Also show any substantial
contingent liabilities, such as personal guarantees you have made on obligations of a business, a family
member, or any other person. Indicate whether you have insured against any of these obligations in the
event of your death, or if the obligations do not survive your death.
PERSONAL ESTATE PLANNING OBJECTIVES
1. How would you dispose of your estate at your death if there were no such thing as estate or
inheritance taxes?
2. In the event of your death, would your spouse or children be likely to receive income from
sources other than your estate, such as the continuance or resumption by your spouse of his or her
vocation or profession?
3. Describe any personal objectives you have for your family and your estate that override
possible adverse tax consequences arising from trying to achieve them.
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