This checklist helps you list what you own and what it is worth.
For each item you will also be asked how it is owned . That matters more than most people expect: property held jointly can pass straight to the other owner and never follow your will or trust.
Real Property
TYPE: Any interest in real estate including your family residence, vacation home, time share, vacant land, etc.
Real Property Use the Add Property button to add a property.
Total value of all property
$0.00
Total mortgage balances
$0.00
TYPE: List separately only major personal effects such as, jewelry, collections, antiques, furs, and all other valuable non-business personal property (indicate type below and give a lump sum value for miscellaneous, less valuable items.).
Personal Effects Use the Add Item button to add an item.
Type or Description
Owner
Current Estimated Market Value
+ Add Item
Total value of personal effects
$0.00
TYPE: Motor Vehicle/automobile, boat, RV, airplane, etc.
Vehicle Use the Add Vehicle button to add a vehicle.
Total value of all vehicles
$0.00
Total vehicle loans
$0.00
TYPE: Checking Account “CA”, Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below). Do not include IRA’s or 401(k)’s here.
Bank & Savings Accounts Use the Add Account button to add an account.
Total of all bank and savings accounts
$0.00
TYPE: List any and all stocks and bonds you own. If the stocks or bonds are held in a brokerage or investment account, specify them. (indicate type below)
Stocks, Bonds or Investment Accounts Use the Add Account button to add an account.
Total value of stocks, bonds and funds
$0.00
TYPES: Term, Whole Life, Universal Life, Split Dollar, Group Life, Annuity.
Life Insurance Use the Add Policy button to add a policy.
Total death benefit of all policies
$0.00
TYPE: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(k), 403(b).
Retirement Plan Use the Add Plan button to add a plan.
Total of all retirement plans
$0.00
TYPE: General and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests.
Business Interest Use the Add Business Interest button to add a business interest.
Total value of business interests
$0.00
TYPE: Mortgages or promissory notes payable to you, or other monies owed to you.
Money Owed To You Use the Add Debt button to add a debt.
Total amount owed to you
$0.00
TYPE: Gifts or inheritances that you expect to receive at some time in the future; or monies that you anticipate receiving through a judgment in a lawsuit.
Anticipated Inheritance, Gift Or Judgment Use the Add Entry button to add an entry.
Total anticipated inheritance, gift or judgment
$0.00
TYPE: Other property is any property that you have that does not fit into any listed category.
Other Assets Use the Add Asset button to add an asset.
Type or Description
Owner
Current Estimated Market Value
+ Add Asset
Total of your other assets
$0.00
Total gross value of all assets
$0.00
Total mortgages and loans
$0.00
Estimated net value
$0.00
Usually the Maker of the Trust will be the Trustee of his or her own trust. Often, both spouses, jointly, which allows you to continue to jointly control your assets as before.
Initial Trustees: Use the Add Trustee button to add a trustee.
If you were unable to make decisions for yourself, who would you want to make decisions for you with regard to your property and assets?
HUSBAND
Death or Successor Trustee(s) Husband Use the Add Trustee button to add a trustee.
WIFE
Death or Successor Trustee(s) Wife Use the Add Trustee button to add a trustee.
If you were unable to make decisions for yourself, who would you want to make decisions for you with regard to your medical treatment?
HUSBAND
Health Care Agent-Husband Use the Add Agent button to add an agent.
WIFE
Health Care Agent-Wife Use the Add Agent button to add an agent.
List any specific gifts of real estate or cash gifts you wish to make to either individuals or charities.
Husband's Gifts One gift per entry. Use the Add Gift button to add another.
Wife's Gifts One gift per entry. Use the Add Gift button to add another.
Obviously your estate plan should address all your hopes, fears and wishes please list any other items you want included or want to discuss:
That is the last page
Thank you - your inventory is ready to send
Use Previous if you would like to look back over anything. When you are ready, click Submit My Inventory below and our office will be notified.
Nothing reaches the office until you click Submit. Your answers save as you go, so you can also close this page and come back later.
