Fillable Property Worksheet Use this list to jog your

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Property Worksheet Use this list to jog your

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Property Worksheet
Use this list to jog your memory and to make notes about the property you own. If you have ideas about who
should receive what, make a note about that too. But be sure to make arrangements for those items through
your will, living trust, or beneficiary designations because this document does not have the legal power to
distribute property.
You don’t need to inventory what you own if you plan to leave all or most of it to one person or a group
of people. In that case, just make note of the few specific items you wish to pass outside of that main gift.
Real Estate (list each piece of real estate by address)
Cash and Other Liquid Assets
Cash
Checking accounts
Savings and money market accounts
Certificates of deposit
Alternative currencies (Bitcoin, local currencies, barter units)
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Precious metals
Securities (not in retirement accounts)
Mutual funds
Listed and unlisted stocks
Government, corporate, and municipal bonds
Annuities
Retirement Plan Assets (IRAs, Keoghs, Roth IRAs, 401(k) and 403(b) plans)
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Vehicles
Automobiles, trucks, and recreational vehicles
Planes, boats, and other vehicles
Other Personal Property
Household goods
Valuable clothing, jewelry, and furs
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Collectibles, including artworks, and antiques
Tools and equipment
Livestock or other valuable animals
Money owed to you (personal loans, etc.)
Death benefits
Life insurance (other than term insurance)
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Miscellaneous (any personal property not listed above)
Digital assets
To help you think about your “online legacy,” use this section to make notes about your digital accounts
and property. If you want to provide access to your survivors, leave user names and passwords in a separate,
secured document.
Email accounts
Social media accounts (Facebook, Twitter)
Subscriptions (journals, Amazon Prime, Netflix)
Marketplace accounts (Ebay, Etsy, Craigslist, Amazon)
Apps (for phone or tablet)
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Photos, books, music, videos (online, on your phone, computer, or external drive)
File sharing and storage accounts (Dropbox, Google Docs)
Financial accounts (online banking, budget programs, trading, credit monitoring)
Medical accounts (doctor’s portals, online pharmacies)
Insurance accounts (online accounts for car, home, life)
Blogs and websites (domain names, third party hosts)
Utilities (online accounts for gas and electric, phone, internet)
Data stored on your computer (contact lists, tax or financial software)
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Business Personal Property
Business ownerships (partnerships, sole proprietorships, limited partnerships, limited liability companies,
corporations)
Intellectual property (domain names, patents, copyrights, and trademarks—including the right to receive
royalties)
Miscellaneous receivables (mortgages, deeds of trust, or promissory notes held by you; any rents due from
income property you own; and payments due for professional or personal services or property sold by you
for which you have not been fully paid by the purchaser)
Additional notes
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Completed 2 January 2021

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