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Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

Whether you plan on writing your Will yourself or asking an attorney to do it, pulling together the relevant information and documents will help hone your thinking, and save you time and money at the lawyer's office.

Our worksheet will help you gather the necessary information. Also review our list of documents to take to your lawyer.

General Instructions for Worksheet:

  • Your answers should reflect your assets, situation, and desires as of today. You can change your Will as changes occur.
  • If a question does not apply to you, answer "None" or "N/A" (for not applicable).
  • If you go to a lawyer to write a Will for you or to at least review the document you've written, take this Worksheet with you and a copy of all requested documents. If you don't have one or more documents, don't let that hold you up from seeing the attorney. Life is uncertain.

NOTE: If you are married or have a significant other, complete a separate Worksheet for each of you if:

  • You and/or your spouse have assets close to the federal limit above which your estate will be taxed. As of 2012, the amount is $5,120,000 for federal estate tax purposes, OR
  • The two of you want to coordinate how you leave your assets.