Begin to plan your legacy by reviewing The Will-Writing Checklist

151 East 67 th Street New York, NY 10021 (212) 988-9500THE WILL-MAKING CHECKLISTBefore you sit down with your legal advisor to write or update your Will, use the form below toorganize the details of what you want to accomplish. With this information in hand, you ensurethat your attorney is aware of your specific wishes. (You will also save time and attorney’s fees.)1. People I care about:Spouse: _________________________________________________________________Children: ________________________________________________________________Grandchildren: ____________________________________________________________Other Family Members: _____________________________________________________Friends: __________________________________________________________________Others: __________________________________________________________________2. For whom do I feel responsible?_________________________________________________________________________3. For whom do I need to care in the future?_________________________________________________________________________4. Who will be guardian(s) of my minor children?_________________________________________________________________________5. Who should be my executor, to carry out the wishes that I express in my Will?_________________________________________________________________________6. Planners: Whom do I need to consult?Spouse: __________________________________________________________________Children: _________________________________________________________________Attorney: _________________________________________________________________Accountant: ______________________________________________________________Financial Planner: __________________________________________________________

Others: __________________________________________________________________

7. Property I own:Real Estate: ________________________________________________________________________________________________________________________________________Farm Land: _______________________________________________________________Vehicles: _________________________________________________________________Stocks/Securities: ___________________________________________________________________________________________________________________________________Antiques: ____________________________________________________________________________________________________________________________________________Jewelry: _____________________________________________________________________________________________________________________________________________8. Financial Assets:Bank Name: ______________________________ Account Type: ____________________Bank Name: ______________________________ Account Type: ____________________Bank Name: ______________________________ Account Type: ____________________Bank Name: ______________________________ Account Type: ____________________9. Retirement Plans:Plan Name: _______________________________ Plan Type: ________________________Plan Name: _______________________________ Plan Type: ________________________Plan Name: _______________________________ Plan Type: ________________________

10. What items, percentage, or dollar amount do I want people to receive when I die?Spouse: __________________________________________________________________Children: _________________________________________________________________Grandchildren: ____________________________________________________________Friends: __________________________________________________________________Church: __________________________________________________________________Other Charities: ____________________________________________________________Kennedy Child Study Center: _________________________________________________