Valuation Checklist

To begin your estate planning, you will need to identify the assets that you want to include in your plan. It is very helpful to have an estimated value of your personal property and real property for tax planning and discussion purposes during your first estate planning meeting. Please write the approximate fair market value next to each asset you own and bring this with you to your initial visit.

	Checking, savings, cash maximizer, money market accounts, certificates of deposit
	Household furnishings and furniture
	Vehicles
	Personal collections (jewelry, art, stamp, gun, porcelain)
	Residence
	Rental properties
	Vacation properties, time shares
	Deeds of trust or mortgages to residence, vacation, and rental properties
	Promissory notes (that you owe or other people owe to you)
	Life insurance policy face values (pay out amount)
	Annuity contracts
	Investments such as stocks, bonds, mutual funds, and limited partnerships
	Pension plans, 401(K), 403(b), 457 Plans, IRAs
	Royal, copyright, trust, and other income
	Business interests such as partnerships, limited partnerships, family limited partnerships, closely-held corporations, or franchises
	Miscellaneous assets

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