Editable template in Word document form: Appendix 3
A p p e n d i x 3
Estimate of Estate Value
Instructions:
Estimate the value of each asset and the amount of each liability. You shouldn’t have to look up exact amounts. Remember, this is only an estimate. Estimate assets at a high value, because inflation must be taken into account.
Assets Estimated Value
Personal Residence $ _______________
Investment Real Estate _________________
Vehicles/Boats, etc. _________________
Savings/CDs/Cash _________________
Stocks/Bonds _________________
Life Insurance (death benefits) _________________
IRAs _________________
Retirement that will go to heirs _________________
Annuities _________________
Small Business (value of portion you “own”) _________________
Personal Property/Household/Jewelry _________________
Collectibles/Art _________________
Other _________________
Total Assets $ _______________
Liabilities
Home Mortgage _________________
Other Real Estate Mortgages _________________
Vehicle Debts _________________
Business Debts (if business is in your estate) _________________
Other Debts _________________
Amount you plan to leave to a charity _________________
Total Liabilities $ _______________
Total Estate Value (Assets minus Liabilities) $ _______________
