Estate Planning Assets

Asset Information

Please be sure to give the most up to date information

Client Cash, Checking, Savings, CD's, Money Market & Cash Management Accounts.

Spouse Cash Assets: (Cash, Checking, Savings, CD=s, Money Market & Cash Management Accounts)

Joint Cash Assets: (Cash, Checking, Savings, CD=s, Money Market & Cash Management Accounts)

Client Investment/Broker-held Accounts (not including cash) and Mutual Fund Accounts.

Spouse Investment/Broker-held Accounts (not including cash) and Mutual Fund Accounts.

Joint Investment/Broker-held Accounts (not including cash) and Mutual Fund Accounts.

Client Retirement Accounts: IRA, 401K, 403B, SEP, etc.

Spouse Retirement Accounts: IRA, 401K, 403B, SEP, etc.

Client's Life insurance death benefit values

Spouse's Life insurance death benefit values

Client's Life insurance cash values

Spouse's Life insurance cash values

Client Stocks: you hold (not in brokerage accounts)

Spouse Stocks: you hold (not in brokerage accounts)

Client Bonds: bonds you hold (not in brokerage accounts)

Spouse Bonds: bonds you hold (not in brokerage accounts)

Client Annuities: $ (original amount invested date=month/year purchased CV=current value)

Spouse Annuities: $ (original amount invested date=month/year purchased CV=current value)

Client Real Estate: Residence value per tax bill

Spouse Real Estate: Residence value per tax bill

Client Other Real Estate: value per tax bill

Spouse Other Real Estate: value per tax bill

Client Vehicle(s): automobile, motorcycle, boats, snowmobiles, etc.

Spouse Vehicle(s): automobile, motorcycle, boats, snowmobiles, etc.