                           ESTATE SUMMARY SHEET 
 
FAMILY INFORMATION: 
 
Primary's Name: ______________________________ Birthdate: 
_______________ 
 
Spouse's Name: _______________________________ Birthdate: 
_______________ 
 
Address: _____________________________________ Home Phone:
_______________ 
 
         _____________________________________ Work Phone:
_______________ 
 
Place of Marriage: _________________________________ Date:
_______________ 
 
Occupation (primary): ____________________ (spouse):
_____________________ 
 
       SSN (primary): ____________________ (spouse):
_____________________ 
 
Children: 
 
         Full Name              Birthdate            Current
Residence 
 
________________________ ________________________
________________________ 
 
________________________ ________________________
________________________ 
 
________________________ ________________________
________________________ 
 
Grandchildren: 
 
         Full Name              Birthdate            Current
Residence 
 
________________________ ________________________
________________________ 
 
________________________ ________________________
________________________ 
 
________________________ ________________________
________________________ 
 
Documents Existing: 
 
     Living Will:       _____     Trust Agreement:      _____ 
 
     Power of Attorney: _____     Last Will & Testament _____ 
 
Previous Marriages: 
 
Name of primary's previous spouse:
_______________________________________ 
 
Date of death: ______________________ Divorce date:
______________________ 
 
Name of spouse's previous spouse: 
_______________________________________ 
 
Date of death: ______________________ Divorce date:
______________________ 
 
Present Advisors: 
 
  Accountant      Attorney      Insurance     Stock Broker    
Other 
 
______________ ______________ ______________ ______________
______________ 
                           FINANCIAL INFORMATION 
 
ASSETS: 
                 Address/Description     How Title Held     Market
Value 
 
Real Property ________________________ __________________
$______________ 
 
              ________________________ __________________
$______________ 
 
Secured Notes ________________________ __________________
$______________ 
 
              ________________________ __________________
$______________ 
Limited 
Partnerships  ________________________ __________________
$______________ 
 
Securities    ________________________ __________________
$______________ 
 
              ________________________ __________________
$______________ 
 
Cash Accounts ________________________ __________________
$______________ 
 
              ________________________ __________________
$______________ 
 
Business Name:___________________________________________ 
 
  Partnership ___ Corporation ___ Sole Proprietorship ___
$______________ 
 
Retirement Plan: 
 
  Primary's beneficiary: ________________________________
$______________ 
 
  Spouse's beneficiary:  ________________________________
$______________ 
 
Life Insurance (whole ___ term ___): 
 
      Company              Owner            Beneficiary      Death
Benefit 
 
___________________ ___________________ ___________________
$____________ 
 
___________________ ___________________ ___________________
$____________ 
 
Other Personal Property (jewelry, vehicles, boats, etc.):  
$____________ 
 
Other Assets: (attach separate schedule)                   
$____________ 
 
                     GROSS ESTATE (TOTAL VALUES) ..........
$____________ 
 
Liabilities: 
 
             Description                  Whose Liability     
Amount 
   (Notes, Mortgages, Judgements)       (Husband/Wife/Both) 
 
______________________________________ ____________________
$____________ 
 
______________________________________ ____________________
$____________ 
 
                                     TOTAL DEBTS ..........
$____________ 
 
                              NET TAXABLE ESTATE ..........
$____________ 
 
ANTICIPATED INHERITANCES OR GIFTS: 
 
Primary (from whom): ______________________________________
$____________ 
 
Spouse  (from whom): ______________________________________
$____________ 
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