Determining your Estate: What property do you own?

This includes, but is not limited to:

• Stocks and Bonds
• Life Insurance Benefits
• Real Estate
• Furniture
• Furnishings
• Automobiles
• Jewelry

• You plan to leave many items of property to many different beneficiaries
• You are not sure what you actually own. Shared business or marital property.
• You want to figure out what you own so you can estimate your net worth to see if your estate is likely to owe federal estate tax.
  
  Checklist: Here is a checklist of common items in an estate.
  

Back to Preparing for Estate Planning Mediation