Estate Planning Confidential Client Data Sheet Form Page 4
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8V.
FINANCIAL INFORMATION:
e
*(Please include Title of Property using the following: J–Jointly Owned H–Husband W –W if
S–Self)
ASSETS
LIABILITIES & NET WORTH
Value
*Title
Basis
Cash/Cash Equivalents:
Liabilities:
Checking Accounts
___________ ____ _________
Credit Cards ________________
Money Market Funds ___________ ____ _________
Margin Accts. _______________
Savings Accounts
___________ ____ _________
Auto Loans _________________
CDs
___________ ____ _________
Rental Property ______________
Personal Residence ___________
Total Cash/Equivalent ______________
Notes Payable _______________
Unpaid Taxes _______________
Total Liabilities __________
Invested Assets:
Value
*Title
Basis
Bonds
__________
____ __________
Common Stocks
__________
____ __________
(Attach additional pages, if
needed, for any information
Mutual Funds
__________
____ __________
regarding Invested Assets)
IRAs
__________
____ __________
401(k); 403(b)
__________
____ __________
Annunities
__________
____ __________
Deferred Comp Plan __________
____ __________
Rental Property(s)
__________
____ __________
Raw Land
__________
____ __________
Business Interest(s)
__________
____ __________
Notes Receivable
__________
____ __________
Total Invested Assets ______________
#3. Total
Estate Value
__________
Use Assets:
minus
Personal Residence
__________ ____ ___________
Total Liabilities __________
Second Home
__________ ____ ___________
equals
Personal Property
__________ ____ ___________
Net Estate Value ________
Automobiles
__________ ____ ___________
Art/Antiques/Collectibles _______ ____ ___________
Total Use Assets ________________
TOTAL ASSETS ________________
Life Insurance Death Benefit: (Complete Section VI. B.)
Expected Inheritances:
Husband ___________
Husband _____________
Wife ______________
Wife
_____________
TOTAL ESTATE VALUE ___________________
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