Sample Personal Financial Statement for Estate Planning Purposes
Use the List of Categories as a checklist for what to include in your own Personal Financial Statement.
We suggest that you prepare your own form. If you prefer a template to print out and fill in,
click here.
Financial Statement for John Smith and Susan Smith (husband and wife)
Asset - General Categories
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John
Only
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Susan Only
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Jointly Titled
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Notes
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|
|
|
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House - Net of Mortgages (Equity)
|
|
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425,000
|
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Timeshare
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|
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10,000
|
|
|
|
|
|
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Cash Assets - Bank Accounts, C/D's, Money Market Accounts
|
12,000
|
20,000
|
50,000
|
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Individual Stocks, Mutual Funds - Non-Retirement Accounts
|
|
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65,000
|
|
|
|
|
|
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Automobiles (net of loan balances)
|
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20,000
|
25,000
|
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House Furniture and Furnishings
|
|
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25,000
|
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Coin Collection
|
15,000
|
|
|
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Other Tangible Personal Property (Artwork, Jewelry, Etc.)
|
|
25,000
|
20,000
|
|
|
|
|
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IRAs - 401Ks
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100,000
|
25,000
|
|
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Pension Plan
|
25,000
|
|
|
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Life Insurance
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1,000,000
|
250,000
|
|
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Custodial Accounts for Children (UTMA)
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20,000
|
|
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John-Custodian
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|
|
|
|
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Totals
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$1,172,000
|
$ 340,000
|
$ 620,000
|
$ 2,132,000
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