1: Cash, checking and savings accounts, certificates of deposit, money market funds. Include the names of financial institutions, account numbers and amounts.
2. Bonds and Marketable Securities - Non-Retirement: number of shares, description, owner, account number or location of certificates, brokerage account information, recent market value.
3. Retirement Accounts: Break down by type (IRA, Annuity, Pension, 401K), include description, managing institution, recent market value, beneficiaries.
4. Life Insurance Policies: issuing company, owner of policy, beneficiaries, face amount, account number, cash value and death benefit.
5. Real Estate Owned: description (e.g. personal residence, second home, investment property), address, mortgage holder and balance of mortgage or date paid off, current market value.
6. Liabilities - loans owing to banks, brokers, finance companies, credit card companies, others. List the institution or individual owed, date of origination, description, security given for the loan (if any), monthly payment and principle balance.
7. Other Assets: list automobiles, jewelry, furniture, artwork, etc.
8. Important names and addresses - close relatives, attorney, accountant, insurance agents.
9. Location of Important Documents - describe the documents and their locations. If there is a safety deposit box, give its location, number and a detailed list of its contents.
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