Estate Planning Checklist Template Page 10
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16the event of your permanent absence from it or the permanent absence of some other key person?
9. Investment assets. With respect to each category, please state the owner (how title is held)
and the approximate value.
(a) Publicly traded stocks and corporate bonds.
You:
Spouse:
Jointly owned with:
(b) Municipal bonds.
You:
Spouse:
Jointly owned with:
(c) Long-term U.S. Treasury Notes and Bonds.
You:
Spouse:
Jointly owned with:
(d) Limited partnership interests.
You:
Spouse:
Jointly owned with:
(e) Other investments. Please describe the general nature and value of other investment
interests:
-10-
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