ESTATE PLANNING GUIDE FLIPBOOK JUNE 9 - Flipbook - Page 21
BRADLEY LAW FIRM, PLLC
AT TOR N EY AT L AW
Retirement Accounts. To identify type of account, use “P” for pension; “PS” for profit sharing; IRA, Roth IRA, SEP, or 401(k).
Custodial Institution
Owner
Market Value
Type of Plan
Owner
Market Value
Debt
Owner
Market Value
Debt
Retirement Accounts
1.
2.
3.
4.
5.
Real Estate.
1. Personal Residence
Real Estate
2.
3.
4.
5.
Personal Property.
Description
Personal Property
1. Autos
2. Household Contents
3.
4.
5.
Life Insurance Policies and Annuities. List the issuing company. To identify type of contract, use “T” for term insurance,
“CV” for insurance policies having a cash value, “A” for annuities.
Insurance Company/Account Number
Type
Owner
Insured
Cash Value
Death Benefit
Annuities
Life Insurance/
1.
2.
3.
4.
5.
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Married Ver. 2015