Section 1.68 Asset Checklist—Short Form

• Library: Estate Planning 2013 Forms

Asset Summary of _____________________________

Date: _____________________

Item		How titled? (check one)
	Today’s Value	Name of Husband	Name of Wife	Joint Names
Real estate:
Primary residence
Other
Mortgage or other debt encumbering above
Business interests:
Sole proprietorships
General and limited partnership interests
Closely held corporations, LLCs
Bank accounts (including credit unions) (excluding IRAs):
Checking and savings accounts
Certificates of deposit
Securities:
Brokerage accounts
Mutual funds
Publicly traded limited partnerships
Money-market funds
Individual publicly traded stocks
Bonds
Significant personal property:
Automobiles
Less: Outstanding loans owed
Precious metals
Collections for investment

Item		How titled? (check one)
	Today’s Value	Name of Husband	Name of Wife	Joint Names
Other specifically insured tangible property
Pension and Other Deferred Compensation Plans:
IRAs
Profit‑sharing plan
401(k) or thrift plan
Money‑purchase pension plan
Employee stock ownership plan (ESOP)
Nonqualified deferred compensation
Employer stock options
Other defined contribution plans
Life insurance...