Download and use this form for having a Beneficiary Worksheet.
Text Version of this Form
———————– Page 1———————–
Beneficiary Worksheet
Beneficiaries of Specific Gifts in Your Will
Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
_______________________________
Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
_______________________________
Item: _______________________________
Beneficiary(ies): _______________________________
Address(es): _______________________________
Alternate Beneficiary(ies): _______________________________
Address(es): _______________________________
_______________________________
Debts Forgiven
Amount Forgiven : _______________________________
Debtor: _______________________________
Date of loan: _______________________________
Amount Forgiven : _______________________________
Debtor: _______________________________
Date of loan: _______________________________
Amount Forgiven : _______________________________
© 2007 Nolo Beneficiary Worksheet Page 1
———————– Page 2———————–
Debtor: _______________________________
Date of loan: _______________________________
Residuary Beneficiary or Beneficiaries
Residuary beneficiary(ies) and percentage each one receives:
_________________________________________________ ___%
_________________________________________________ ___%
_________________________________________________ ___%
Alternate Residuary Beneficiary or Beneficiaries
Alternate residuary beneficiary(ies) and percentage each one receives:
_________________________________________________ ___%
_________________________________________________ ___%
_________________________________________________ ___%