Asset List (encrypted)

The asset list should contain all real estate, bank accounts, taxable investment accounts, CD’s, retirement accounts (IRA, 401k, 403b), qualified annuities, non-qualified annuities, pensions, life insurance policies, vehicles, businesses owned by you, money owed to you, personal property, etc. Feel free to abbreviate the title or beneficiary as necessary.

Your Name*

Your Email

example@example.com

File Number

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Do you need more sheets?

YesNo

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Do you need more sheets?

YesNo

Description of asset

include type of asset, company name, and last 4 digits of the account number

Title

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Description of asset

include type of asset, company name, and last 4 digits of the account number

Value

Title of Asset

(for real estate, bank accounts, investment accounts, taxable accounts)

Beneficiary of Asset

(for IRA's, 401k's, life insurance, annuities, etc.)

Comments

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