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ASSET CHECKLIST
info@truetrust.com
DESCRIPTION MARKET VALUE LOANS EQUITY
HOUSE
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
OTHER REAL ESTATE
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
BANK ACCOUNTS
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
VEHICLES/BOATS/CYCLES/MOTORHOME
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
STOCK
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
RETIREMENT
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
INSURANCE
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
BUSINESS/PARTNERSHIP/CORPORATION
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
FURNITURE/JEWELRY/ART/TOOLS/COLLECTABLES/OTHER MISCELLANEOUS
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
___________________________________ $________ $________ $________
NAME/BUSINESS NAME PHONE ADDRESS
ATTORNEY _____________________ ________________ ____________________
INS. AGENT ____________________ ________________ ____________________
TAX ADVISOR ___________________ ________________ ____________________
info@truetrust.com
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