Estate Planning Checklist Template Page 9
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16Cash value:
Loans, if any:
Accidental death benefits:
(b,)Term/Group life insurance. List company, name, address, policy number .
Face amount of term/group term insurance:
Owner other than spouse:
Beneficiaries:
Cash value:
Loans, if any:
Accidental death benefits:
(c) Other insurance on spouse's life:
8. Closely held business interests. Describe any interest you have in a family or other business
with limited shareholders. Include the nature of the business, its form of organization (e.g., corporation,
partnership, or the like), whether you are active in its operations, and your estimate of its value. If it is a
corporation, please indicate whether an "S election" is in force with respect to the federal taxation of the
corporation.
With respect to any such business, do you believe it would continue to operate successfully in
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Parent category: Legal