Assets
Residence
Other real estate
Bank accounts, certificates
of deposit, money market funds
Stocks, bonds, mutual funds
Closely held business interests
Partnership ventures
Notes, mortgages owed to you
Retirement funds
Life insurance face value
Furniture, jewelry, collections, etc.
Automobiles, boats, etc.
Annuities, revocable trusts
Other assets
Total assets
Liabilities
Mortgages
Loans, installment debts
Current bills
Taxes owed
All other liabilities
Total liabilities
NET ESTATE (subtract total
liabilities from total assets)
Owned by Owned by Owned jointly
you alone your spouse (or in community)
$
$ $
$ $
$
$
$
$
$ $ $
INVENTORY:
Current Assets and Liabilities
Use the current market value for every major item
you own and the face value of any life insurance.
Don't strive for exact amounts; rounded numbers
are fine.
