ESTATE PLANNING  - ESTATE INVENTORY
 
 
 
 

Full Name:_____________________________________________

Spouses's or Partner's Name:__________________________________

Date of Birth:_____________________________________________

Spouse's or Partner's Date of Birth:____________________________
 
 
 
 
 
 

Assets and Liabilities
 
 

Description of Assets	Fair Market Value	Value	Net Value	How is Title Held  *
Cash, CDs, Money Markets
Residence
Other Real Estate
Stocks and Bonds
Retirement Plan Assets
Business Interests
Loans Receivable
Other Assets
Deduct Other Loans
TOTALS:

 
 
 

Life Insurance & Annuities
 
 

Company	Insured	Owner	Beneficiary	Face Amount	Cash Value

* How is Title Held:

          CP = Community Property

          H = Husband's separate

          JT = Joint Tenancy

          RLT = Revocable Living Trust

          TC = Tenancy in Common

          TE = Tenancy in Entirety

          W = Wifes's Separate