Gross Estate Form

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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
Vacation Property
Rental Property
Land
Sub Total
Bank Accounts
Savings
Checking
Money Market
CDs
Retirement Accounts
IRA
Roth IRA
Keogh
SEP
401k
Investments
Stock Brokerage
Mutual Funds
Stocks in Certificate Form
Bonds
Annuities
Limited Partnerships
Promissory Notes
Business Ownership
Sole Proprietorship
Partnership
C Corporation
S Corporation
Limited Liability Company
Personal Property
Autos
Home Furnishings
Jewelry
Art
Insurance Policies
Term
Group
Whole
Universal
Survivorship
Gross Estate Total