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)      $ _______________