Making Your Money Last

Estate Planning Worksheets

Download our worksheets to help organize your finances.

November 2006

The worksheets below can help you figure out your net worth and organize your family information. To download the files as formatted spreadsheets, choose the Excel format. Select "save" in the dialog box if you wish to make changes to the spreadsheets for your files. If your computer does not have Excel, choose CSV option. (The tables in CSV are not formatted.)

Family info worksheet (Excel format)
Family info worksheet (CSV format)

Net worth worksheet (Excel format)
Net worth worksheet (CSV format)

Try other tools listed in the Success With Your Money special issue.

And view our complete list of tools for investing, managing and spending your money at every stage of your life.

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