Confidential Estate Planning Worksheet Page 3
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1
2
3
4Estate Evaluation
Joint
(List whether held
Description of Assets
Client
Spouse
as tenants-in-
(If Applicable)
common or joint
tenants with rights
of survivorship)
Residence
(Fair Market Value)
Other Real Property -
List Address
Publicly-Traded Securities
Closely-Held and Untraded
Securities (For example,
Family Business Corporation)
Business Partnership or Sole
Proprietor Interests
Bank Accounts, Certificates of
Deposit and Cash Equivalents
Automobiles and Boats
Other Personal Property
(Jewelry, Art, Antiques, etc.)
Life Insurance -
List Value of Death Benefit
Pension and Profit-Sharing
Accounts; IRAs (All assets held
in tax-qualified accounts should
be included)
Total Gross Estate
$
$
$
Less all Debts and Mortgages
($
)
($
)
($
)
Total
$
$
$
David P. Sutherland, Esq.
Wakefield, Sutherland & Lubera, P.L.C.
Page 3
23100 Jefferson Avenue
St. Clair Shores, MI 48080
Direct Dial (586) 552-8777
Fax (586) 778-5802
E-Mail
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