Asset Worksheet
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Name
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First Name
Last Name
Primary Email Address
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Please list the email used when signing up with eLegacy
Rather than filling out this eLegacy Asset Worksheet, do you have a personal financial statement that you would like to submit instead?
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Do you currently have a financial advisor that you work with?
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Do you currently have a Financial Advisor that you work with?
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No
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Please provide your Financial Advisor's information.
May we communicate with your Financial Advisor regarding your estate planning?
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No
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May we communicate with your Financial Advisor regarding your estate planning?
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Do you currently have an accountant/CPA that you work with?
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No
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Do you currently have an Accountant/CPA that you work with?
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No
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Please provide your Accountant's information.
May we communicate with your Accountant regarding your estate planning?
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May we communicate with your Accountant regarding your estate planning?
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Marital Status
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Married
Life Partner
Single
Divorced
Widowed
Is eLegacy preparing the estate plan for both spouses?
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Is eLegacy preparing the estate plan for both partners?
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No
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Your Assets
Please list the assets that you own
Real Estate
List any real estate owned by you and an address and approximate value for each.
Vehicles, Boats, RVs, etc.
List Automobiles, Boats, Recreation Vehicles, etc. and an approximate value for each.
Checking and Savings
List the banks or financial institutions where you have checking or savings accounts and an approximate combined value of all accounts.
Investment/Brokerage Accounts
List the financial institutions where you have investment/brokerage accounts and an approximate value of all accounts.
Retirement Plans
List the financial institutions where you have retirement accounts (IRA, 401K, etc.) and an approximate combines value of all accounts.
Life Insurance
List any life insurance policies and the death benefit and cash value (if any) for each.
Annuities
List any annuities and an approximate cash value for each.
Stocks and Bonds
List any individual stocks or bonds and an approximate cash value for each.
Business Interests
List any private businesses in which you own an interest and the approximate value of your interest.
Other
List any other assets of significant sentimental or monetary value not included above.
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Joint/Marital Assets
Please list the assets that you own jointly with your Spouse/Partner or that constitute marital or community property.
Real Estate (Spouse/Partner)
List any real estate owned by you and an address and approximate value for each.
Vehicles, Boats, RVs, etc. (Spouse/Partner)
List Automobiles, Boats, Recreation Vehicles, etc. and an approximate value for each.
Checking and Savings (Spouse/Partner)
List the banks or financial institutions where you have checking or savings accounts and an approximate combined value of all accounts.
Investment/Brokerage Accounts (Spouse/Partner)
List the financial institutions where you have investment/brokerage accounts and an approximate value of all accounts.
Life Insurance (Spouse/Partner)
List any life insurance policies and the death benefit and cash value (if any) for each.
Annuities (Spouse/Partner)
List any annuities and an approximate cash value for each.
Stocks and Bonds (Spouse/Partner)
List any individual stocks or bonds and an approximate cash value for each.
Business Interests (Spouse/Partner)
List any private businesses in which you own an interest and the approximate value of your interest.
Other (Spouse/Partner)
List any other assets of significant sentimental or monetary value not included above.
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Individual Retirement Accounts and Separate Property
Please list retirement accounts and separate property assets (of any type) owned by you.
Retirement Plans
List the financial institutions where you have retirement accounts (IRA, 401K, etc.) and an approximate combined value of all accounts.
Separate Property
List all separate property assets (of any type) owned by you. Separate property generally includes any assets that you acquired prior to marriage and have kept separate during marriage, or any inheritance property you received during the marriage.
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Spouse/Partner's Individual Retirement Accounts and Separate Property
Spouse/Partner's Retirement Plans
List the financial institutions where you have retirement accounts (IRA, 401K, etc.) and an approximate combined value of all accounts.
Spouse/Partner's Separate Property
List all separate property assets (of any type) owned by you. Separate property generally includes any assets that you acquired prior to marriage and have kept separate during marriage, or any inheritance property you received during the marriage.
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If you are confident in the responses you have provided, please submit your eLegacy Asset Worksheet now.
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