Estate Planning Information - Personal Data Page 2

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CONFIDENTIAL ESTATE PLANNING INVENTORY
Date:
Checking Accounts (Average
Your Name
Joint Names
Spouse’s Name
Balance)
Savings Accounts (Average
Balance)
Certificates of Deposit
Bonds
Stocks
Real Estate - Home
Commercial (Rental) Real Estate
Recreational & Other Real Estate
Personal Property (Jewelry, etc.)
Household Furniture
Autos, Trucks & Recreational
Vehicles
Life Insurance
Annuity
Pension (Death Benefits)
Profit Sharing Plan, IRA, Keogh
Plan
Stock Options
Inheritance
Interests in Trusts
Book Value of Business Assets
from Balance Sheet
Other
SUB TOTAL

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