YOUR ESTATE WISHESGuardian 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 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 percentage of estate and the person who you would like to see help in supervising these assets:
YOUR PARTNER'S ESTATE WISHESGuardian for Your Children
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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204, TX Insurance License#1643255.
Securities and insurance offered through LPL or its affiliates are: