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): 	
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): 	
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: 	
Date of loan: 	
Debtor: 	
Amount Forgiven: 	 
Date of loan: 	
Debtor: 	
Amount Forgiven: 	 
Date of loan: 	
Debtor: 	
Amount Forgiven: 	 
Date of loan: 	
Debtor: 	
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:
	%	
	%	
	%	
	%	
	%