Asset Inventory No matter what your situation, your first step toward getting your estate plan started is to assemble key pieces of information about your personal circumstances, assets, and debts.. Account Owner Beneficiary Fair Market Value Total Individual Retirement Accounts Titling abbreviations: IND for individual, JTWROS for joint tenancy with rights of survivorship, TE for tenancy by the entirety, CP for community property, CPWROS for community property with rights of survivorship, and TC for tenants in common.. Policy No./Type5 Policy Owner Beneficiary Net (of Loans) Face Amount Loans on Policy Life Medical Disability Homeowners/Renters Auto Total Insurance: Net Face Amount 0 Real Estate Type of Property and Location Titling1 Fair Market Value Value (Net of Mortgage) Mortgage Amount Total Real Estate Safe Deposit Box Bank Contact Info..
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