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Create a financial asset worksheet

Capture all assets of the estate and an estimate of their value in one place. This site is an excellent place to do it. We will never ask for account numbers, to prevent identity theft. Your executor can get the necessary account numbers from the financial institution with the proper paperwork.

Financial Assets

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Assets

Institution Holding Asset
Current Value
Date of Valuation
Savings/Checking Accounts
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW ASSET
Certificates of Deposit
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW ASSET
Investment Accounts
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW ASSET
Other Retirement Accounts (IRAs, 401Ks)
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW ASSET
Stocks Held Outside of Investment Accounts
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW ASSET
Mutual Funds Held Outside of Investment Accounts
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW ASSET
Other Investments (including business ownership)
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW ASSET

Liabilities

(other than mortgages, second mortgages or car loans)
Outstanding Loans
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW LIABILITY
Credit Card Debt
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
Institution Holding Asset
Current Value
Date of Valuation
ADD NEW LIABILITY
TOTAL FINANCIAL ASSETS: $0.00
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