Create Your List of Assets

1. Print the List of Assets and Liabilities Worksheet.

2. Gather the information and fill in the details for all assets and liabilities in your estate.


  • Bank accounts
  • Brokerage accounts
  • Retirement accounts


  • Life insurance policies
  • Health insurance policies
  • Long-term care insurance policies

Physical Assets

  • Real estate
  • Motor vehicles
  • Safe deposit box

Other Assets

  • Ownership of a business
  • Digital assets
  • Other sources of income


  • Debts, loans, mortgages, and other liabilities
  • Financial support for others

3. Make copies of your List of Assets and Liabilities Worksheet.

  • Give copies to your Financial Agents, close family members, and legal or financial advisors.
  • Put your original List of Assets and Liabilities Worksheet in your End-of-Life Binder.