Estate Planning Checklist Template Page 7
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16You:
Spouse:
Jointly with:
(d) Short-term U.S. obligations (T-bills):
You:
Spouse:
Jointly with:
5. Pension & profit-sharing plans, IRAs, ESOPs or other tax-favored employee-benefit plans.
(a) Pension plans.
You:
Vested:
Current value: ____________
Spouse:
Vested:
Current value: ____________
(b) Profit-sharing plans.
You:
Vested:
Current value: ______________
Spouse:
Vested:
Current value: ____________
(c) Individual Retirement Accounts (IRAs).
You:
Current value _______________
Spouse:
Current value _______________
(d) Other tax-qualified employee benefit plan interests. Please provide similar information.
6. Life Insurance on your life.
(a.) Ordinary life insurance. List company, name, address, and policy number.
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