Estate Plan Information Page 6

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Employee Benefits: Pensions, Profit Sharing Plans, Stock options, I.R.A.'s, "Keogh", Annuities, Stock
Bonus plan, other. If known, specify whether vested.
Business Interests: Describe, including nature and extent of interest. If possible, bring any relevant
documents (e.g. Buy-Sell, stock restrictions or Partnership agreements).
Other Assets, such as literary or patent rights or money owed to you by others.
Interests in Trusts and Estates of Others: Describe interest (power of appointment, income beneficiary,
etc.). Specify name of Settlor or Testator and if possible, bring copy of the trust or will.
Safe Deposit Box: Location (including number), contents and individuals having access.
Family Burial Lot: Location and ownership.
V. LIABILITIES
List current major debts and liabilities other than mortgages mentioned above.
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