Estate Planning Checklist Template Page 5
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Complete Estate Planning Checklist Template with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
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16FMV = Fair market value (or your best estimate)
CV = Cash value of life insurance policy
PV = Proceeds of life insurance policy
1. Personal residence:
Address:
Description (e.g., single family, condo, or co-op, similar description):
How you hold title:
FMV:
Mortgage balance, if any:
Mortgage life insurance?
2. Other personal residences or vacation homes:
Address:
Description:
How you hold title:
FMV:
Mortgage balance, if any:
Mortgage life insurance?
3. Personal and household effects: If you think that the general categories do not provide an
adequate description, please provide additional detail. Also state your best estimate of the value of each
kind of property and who owns it (how you hold title).
Automobiles:
General personal and household effects such as furniture, furnishings, books, and pictures of no special
value:
Valuable jewelry (indicate if insured):
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Parent category: Legal