Estate asset inventory worksheet. Do not deduct debts owed.

Estate asset inventory worksheet You will need to determine the market value of each estate asset at date of death. Asset Inventory Worksheet (1224-8E4Y) Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested A worksheet to help you create a consolidated view of your personal circumstances, assets, debts, and digital assets for your estate plan. For non-legal advice, such as including Concord University in a specific bequest of your estate, contact Concord’s Asset Worksheet ESTATE ASSET WORKSHEET It is critical that you provide us with as complete an asset picture as possible within 1 month of being appointed so that we can properly and timely prepare the estate inventory. You may also need to get an appraisal of personal items. In order to get a complete picture of the decedent’s assets you should: Review Decedent’s Mail Asset Inventory Use this section of the Workbook to create an inventory of the estate assets. Review all records, including financial statements, insurance policies and tax returns to obtain market values. Includes definitions, examples, and tips for completing the inventory. Enter basic information on this form and provide it to your attorney to help begin the preparation of your Estate Plan. Do not include assets held jointly with survivorship rights or assets payable to a named beneficiary. ESTATE ASSET WORKSHEET INSTRUCTIONS: INCLUDE ASSETS IN DECEDENT'S NAME ONLY. Do not deduct debts owed. . Includes sections for general information, bank accounts, personal investments, business interests, real estate, pension plans, insurance, private loans, mortgages, credit cards, other liabilities and general information. A template to document the assets and liabilities of an estate after death. ASSET VALUE AS OF DATE OF DEATH CARS, TRUCKS, BOATS, TRAILERS STOCKS BONDS INVESTMENT ACCOUNTS SAVINGS BONDS MUTUAL FUNDS MONEY MARKET ACCOUNTS Estate Inventory Worksheet The Estate Inventory Form is a complementary tool to guide estate planning. pnofg jmypmu ffhcu nsnqdk qhhni xpaanf moqv ctwdh dls mngike