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Estate Planning Worksheet Married (Step 5)

    Brokerage Accounts
    Brokerage Company

    Account Number

    Fair Market Value

    How is this account titled (husband, wife, joint tenants with rights of survivorship, or tenants in common)?

    Brokerage Company

    Account Number

    Fair Market Value

    How is this account titled (husband, wife, joint tenants with rights of survivorship, or tenants in common)?

    Brokerage Company

    Account Number

    Fair Market Value

    How is this account titled (husband, wife, joint tenants with rights of survivorship, or tenants in common)?

    Please describe any other stocks, bonds, or annuities that you own

    Bank Accounts and Certificates of Deposit:
    Bank

    Account or CD Number

    Name on Account

    Balance

    Type of account

    Bank

    Account or CD Number

    Name on Account

    Balance

    Type of account

    Bank

    Account or CD Number

    Name on Account

    Balance

    Type of account

    Bank

    Account or CD Number

    Name on Account

    Balance

    Type of account

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