Estate Asset Checklist
Bank Accounts
Location
Type
Last 4 Acct #'s
In trust
Advisor & Phone
Investments - Non-Qualified
These accounts are not tax-deferred. Gains in these investments are taxed annually.
Location
Type
Last 4 Acct #'s
In trust
Advisor & Phone
Investments - Qualified
These accounts are tax-deferred. Examples: IRAs, 401k's, 403b's, annuities, etc.
These assets are typically not in the trust nor list the trust as a beneficiary.
Married couples need to indicate which spouse owns the account.
Location
Type
Last 4 Acct #'s
Owner
Advisor & Phone
Insurance
Property & casualty and auto insurance isn't transferred to the trust but successor trustees need to cancel the policies.
Life insurance can list the trust as a beneficiary so payouts are distributed according to trust rules.
Insurer
Type
Policy #
Is trust bene?
Advisor & Phone
Real Estate
Address
City
State Zip
In trust
Realtor & Phone
Vehicles
In Arizona, only vehicles paid in full can be transferred to a living trust.
Make
Model
Year
In trust
Businesses Owned
Create additional instructions for your business on another page and place it in the trust binder.
Name
Type
Buy/Sell in place?
Partners & Phone
Estate Liability Checklist
Mortgages
Lender
Last 4 Acct #'s
Amt Owed
Last Updated