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Estate Planning Worksheet Married (Step 6)

    Business Interests

    Do you own any interest in any closely held business, professional practice, partnership, limited liability company or sole proprietorship?

    Please describe the nature of your interest and provide your estimate of the fair market value of your interest?

    If the business is incorporated is it a subchapter S Corporation?

    Is there a buy-sell or business continuation agreement?

    Please estimate the value of miscellaneous personal property including automobiles, boats, jewelry, antiques, art, tools, etc.

    Does anyone owe you money? If so, please describe the nature of the loan arrangement and outstanding balance.

    Please list any liabilities other than real estate mortgages that are listed under Item A.

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