Property Worksheet
Property	Name of Any Existing Beneficiary
Real Estate (list each piece of real estate by address)
___________________________________________	_____________________________	
___________________________________________	_____________________________	
Cash and Other Liquid Assets
cash
___________________________________________	_____________________________	
___________________________________________	_____________________________	
checking accounts
___________________________________________	_____________________________	
___________________________________________	_____________________________	
savings and money market accounts
___________________________________________	_____________________________	
___________________________________________	_____________________________	
certificates of deposit
___________________________________________	_____________________________	
___________________________________________	_____________________________	
precious metals
___________________________________________	_____________________________	
___________________________________________	_____________________________	
Securities (not in retirement accounts)
mutual funds
___________________________________________	_____________________________	
___________________________________________	_____________________________	
listed and unlisted stocks 
___________________________________________	_____________________________	
___________________________________________	_____________________________	
government, corporate, and municipal bonds
___________________________________________	_____________________________	
___________________________________________	_____________________________	
annuities
___________________________________________	_____________________________	
___________________________________________	_____________________________	
Retirement Plan Assets (IRAs, Keoghs, Roth IRAs, 401(k) and 403(b) plans)
___________________________________________	_____________________________	
___________________________________________	_____________________________	
Vehicles
automobiles, trucks, and recreational vehicles
___________________________________________	_____________________________	
___________________________________________	_____________________________	
planes, boats, and other vehicles
___________________________________________	_____________________________	
___________________________________________	_____________________________	
Other Personal Property
household goods
___________________________________________	_____________________________	
___________________________________________	_____________________________	
valuable clothing, jewelry, and furs
___________________________________________	_____________________________	
___________________________________________	_____________________________	
collectibles, including artworks and antiques
___________________________________________	_____________________________	
___________________________________________	_____________________________	
tools and equipment
___________________________________________	_____________________________	
___________________________________________	_____________________________	
livestock or other valuable animals
___________________________________________	_____________________________	
___________________________________________	_____________________________	
money owed you (personal loans, etc.)
___________________________________________	_____________________________	
___________________________________________	_____________________________	
death benefits
___________________________________________	_____________________________	
___________________________________________	_____________________________	
life insurance (other than term insurance)
___________________________________________	_____________________________	
___________________________________________	_____________________________	
miscellaneous (any personal property not listed above)
___________________________________________	_____________________________	
___________________________________________	_____________________________	
Business Personal Property
business ownerships (partnerships, sole proprietorships, limited partnerships, limited liability companies, corporations)
___________________________________________	_____________________________	
___________________________________________	_____________________________	
patents, copyrights, and trademarks (including the right to receive royalties)
___________________________________________	_____________________________	
___________________________________________	_____________________________	
miscellaneous receivables (mortgages, deeds of trust, or promissory notes held by you; any rents due from income property owned by you; and payments due for professional or personal services or property sold by you that have not been fully paid by the purchaser)
___________________________________________	_____________________________	
___________________________________________	_____________________________