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Basic Estate Planning for a Gross Estate Form Example
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Gross Estate Calculation Form Your gross estate is the total value of all your assets, including those of your spouse if married. Category Asset Type Asset Value Additional Notes
(Please list other types of assets such as oil and gas rights or assets that you have the right to appoint to others.) Real Estate Home $0 Vacation Property $0 Rental Property $0 Land $0 Sub Total $0 Bank Accounts Savings $0 Checking $0 Money Market $0 CDs $0 Sub Total $0 Retirement Accounts IRA $0 Roth IRA $0 Keogh $0 SEP $0 401k $0 Sub Total $0 Investments Stock Brokerage $0 Mutual Funds $0 Stocks in Certificate Form $0 Bonds $0 Annuities $0 Money Market $0 Limited Partnerships $0 Promissory Notes $0 Sub Total $0 Business Ownership Sole Proprietorship $0 Partnership $0 C Corporation $0 S Corporation $0 Limited Liability Company $0 Sub Total $0 Personal Property Autos $0 Home Furnishings $0 Jewelry $0 Art $0 Sub Total $0 Insurance Policies Term $0 Group $0 Whole $0 Universal $0 Survivorship $0 Sub Total $0 Gross Estate Total $0
(Please list other types of assets such as oil and gas rights or assets that you have the right to appoint to others.) Real Estate Home $0 Vacation Property $0 Rental Property $0 Land $0 Sub Total $0 Bank Accounts Savings $0 Checking $0 Money Market $0 CDs $0 Sub Total $0 Retirement Accounts IRA $0 Roth IRA $0 Keogh $0 SEP $0 401k $0 Sub Total $0 Investments Stock Brokerage $0 Mutual Funds $0 Stocks in Certificate Form $0 Bonds $0 Annuities $0 Money Market $0 Limited Partnerships $0 Promissory Notes $0 Sub Total $0 Business Ownership Sole Proprietorship $0 Partnership $0 C Corporation $0 S Corporation $0 Limited Liability Company $0 Sub Total $0 Personal Property Autos $0 Home Furnishings $0 Jewelry $0 Art $0 Sub Total $0 Insurance Policies Term $0 Group $0 Whole $0 Universal $0 Survivorship $0 Sub Total $0 Gross Estate Total $0