Preview Family Asset

Item #

MKT28037FM-02.indd

Job #

Page #

CS12079-08

1 of 6

Spellcheck: No

Color Seps: No

Fold Dummy: No

Round

Last

Modied

5-26-2010 1:39 PM

TEAM

Studio

Prev. Studio

Cindy Lin

Bruce Wile

SETup

Bleed

None

CONTENT

Placed Graphics Inks

LOG-RtlPrf-40K-GRY.eps

Black

PMS Warm Gray 9 C

PMS 78-1-4 C

Trafc Mgr.

Erica Campos

Trim

11” x 8.5”

Art Director

Jen Smith

Live

10.5” x 8”

Acct. Mgr.

Angie Liuzza

Fonts

ITC Franklin Gothic Std (Book, Me-

dium; OpenType)

Graphics

None

DETA ILS

Job Type

PDF Only

Mech Scale

100%

Output Size

None

– Page 1 of 6 –

No matter what your situation, your rst step toward getting your estate plan started is to assemble

key pieces of information about your personal circumstances, assets, and debts.

This worksheet will help you:

•Createaconsolidatedviewofalltheimportantdetails

about your estate.

•Makethingsmucheasierforthosewhowillbetasked

withhandlingyouraffairssomeday.

•Clarifyyourthinkingabouthowyouwantthingshandled

after you’re gone.

•Giveyourestateplanningattorneyaheadstarton

assessing your situation and preparing your plan.

Things to keep in mind:

•Trytocompleteasmuchoftheinventoryaspossible.

If necessary, you can come back and complete any

missing information later.

•Ifyou’recompletingthisinventoryasacouple,andyou

both have signicant separate property, it may be

simplertopreparetwoinventoriesusingaphotocopyof

thisworksheet.

•Ifthere’snotenoughspaceontheinventorytolistall

your assets, just attach additional sheets as necessary.

•Keepacopyofthisinventoryinasafeplaceandtell

someoneyoutrustwheretondit.

Asset Inventory

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