Estate Planning Checklist Template Page 13
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16GUARDIANS, EXECUTORS, AND TRUSTEES
1. Guardians for minor children. If you have minor children, you may designate in your will a
guardian or guardians of the person and their estate in the event of your death and/or your spouse's.
(a) Guardian of the person.
Name(s):
Address:
(b) Guardian of the estate, if different.
Name(s):
Address:
(c) Substitute guardian of the person.
Name(s):
Address:
(d) Substitute guardian of the estate.
Name(s):
Address:
2. Executor. Your executor has the responsibility to wind up your affairs at your death, see to it
that your assets are collected, that claims, expenses, and estate and inheritance taxes are paid, and then
distribute your property to trustees or others you have named. It is a task of limited duration, substantial
responsibility, and much work.
(a) Principal executor.
Name(s):
Address:
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