Get the free Estate Planning Asset Worksheet - Collier Law

Asset InformationYour assets and funding your Trust By completing this worksheet, you will help us prepare the funding materials for your Trust. As you may already know, Trusts usually avoid probate.

How to fill out estate planning asset worksheet

How to fill out estate planning asset worksheet

1. To fill out an estate planning asset worksheet, follow these steps:
2. Gather all the necessary documents and information related to your assets, such as property titles, investment statements, bank account details, insurance policies, retirement accounts, and business ownership documents.
3. Start by listing all your real estate properties, including their addresses, estimated values, and any outstanding mortgages or liens.
4. Move on to documenting your financial accounts, such as bank accounts, investment accounts, and retirement accounts. Include the account numbers, financial institution names, and approximate values for each account.
5. Include any significant personal property, such as vehicles, jewelry, collectibles, and artwork. Provide a brief description and estimated value for each item.
6. Don't forget to include any business interests or ownership you have. Note the name of the business, your ownership percentage, and its estimated value.
7. Remember to include any life insurance policies you have, including the policy numbers, insurance company names, and face values.
8. Lastly, document any outstanding debts or liabilities, such as mortgages, loans, credit card debt, or tax obligations.
9. Review the completed worksheet to ensure all the necessary assets and information have been included. Update the worksheet regularly as your financial situation changes.

Who needs estate planning asset worksheet?

1. Anyone who wishes to plan the distribution of their assets after they pass away can benefit from an estate planning asset worksheet. This worksheet is especially useful for individuals who have multiple assets, complex financial portfolios, or business interests. It helps them keep track of all their assets and ensures that nothing is overlooked during the estate planning process. Additionally, individuals who want to organize their financial information and have a clear overview of their assets can also find value in using an estate planning asset worksheet.

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