Appendix A Asset Questionnaire

• Library: A Lawyer's Guide to Estate Planning: Fundamentals for the Legal Practitioner (ABA) (2018 Ed.)

Appendix A Asset Questionnaire

1. CASH EQUIVALENTS

Do you have any checking accounts and/or any other bank accounts or certificates of deposit?
	Name of Institution, Address, Account Number	Approximate Balance title in Whose Name
Checking Accounts	1.
	2.
	3.
	4.
Certificates of Deposit, Savings Accounts	1.
	2.
	3.
	4.
TOTAL: $
Safe deposit box no.
Location

2. STOCKS

Do you own any stocks?
Number of Shares	company	Title in Whose Name	current Market value
		TOTAL:	$

3. BONDS

Do you own any bonds?
Maturity value Description	title in Whose Name	current Market value
	TOTAL:	$

4. MUTUAL FUNDS

Do you own any mutual funds?
Number of units company	Title in Whose Name	current Market value
	TOTAL:	$

5. REAL ESTATE (Please Bring Deeds)

Do you own a home or any other real estate? Indicate which is your residence.
Description and location	Title in Whose Name	current Market value	Mortgage Amount
	TOTAL:	$	$

6. BUSINESS

Do you own an interest in any business?
Description of Business	Percentage of ownership	Name of co-owners	Market value
		TOTAL:	$

Is there an existing buy-sell agreement? If so, please provide a copy of that agreement.

7. RETIREMENT BENEFITS

Do you have any IRAs, 401(K)s, or other retirement benefits?
Description	Beneficiary	Approximate value
	TOTAL:	$

8. LIFE INSURANCE

Do you have any life insurance policies and/or annuities?
Insurance Company	Policy Owner

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