Janet P. Hope
Attorney at Law
Plano, Texas

Wills - Living Wills - Powers of Attorney

Phone: (972) 208-2300 Fax: (972) 618-8866

Licensed by the Supreme Court of Texas.



ASSETS AND LIABILITIES WORKSHEET

CATEGORIES OF ASSETS

VALUE

   

Automobiles

 

Home furnishings

 

Jewelry

 

China/silver

 

Art

 

Boats

 

Other personal property

 

Principal residence

 

Other real property

 

Checking account

 

Savings account

 

Money market account

 

Certificates of deposit

 

Other bank account

 

401(k)

 

IRA

 

Roth IRA

 

Keogh

 

SEP (for self-employed)

 

Other retirement account

 

Mutual funds

 

Stock brokerage account

 

Stock certificates

 

Bonds

 

Annuities

 

Limited partnerships

 

Promissory notes

 

Other investment account

 

Business ownership interests (e.g., in a d/b/a or corporation)

 

Life insurance (use total face value of all policies)

 

Other miscellaneous assets

 
   

TOTAL VALUE OF ASSETS

 

LESS TOTAL LIABILITIES (insert Total Liabilities)

(                    )

TOTAL NET WORTH FOR FEDERAL ESTATE TAX PURPOSES

 


CATEGORIES OF LIABILITIES

VALUE

   

Credit card debt

 

Credit line

 

Life insurance loan

 

Automobile loan

 

Mortgage on principal residence

 

Home equity loan

 

Other debt or loan

 
   

TOTAL LIABILITIES (insert at bottom of assets)

 

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