Asset Inventory Worksheet

FAMILY INFORMATION

Insert a page including the information about additional children.

ADVISERS

List the name, address, and telephone number for each.

ASSET INFORMATION REAL ESTATE

Property I

Please place a copy of all deeds in your estate planning organizer.

Insert an additional page for each piece of real estate.

CASH

STOCKS

Insert additional pages as needed.

BONDS

Insert additional pages as needed.

MUTUAL FUNDS

Insert an additional page for each fund owned.

LIFE INSURANCE

Insert an additional page for each life insurance policy owned.

EMPLOYEE BENEFITS

INDIVIDUAL RETIREMENT ACCOUNTS

If you and your spouse have multiple IRAs, provide the requested information about each IRA.

SOCIAL SECURITY

MISCELLANEOUS ASSETS

Please enter a dollar amount in the following table for each item that applies to your family.

LIABILITIES OTHER THAN LIABILITIES ON REAL ESTATE

SUMMARY OF ASSETS AND LIABILITIES ASSETS

Enter a dollar amount for each asset in the following table.

LIABILITIES

Enter a dollar amount for each liability in the following table.

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