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1000 E. 32nd St., Joplin, Missouri 300 W. Third St., Carthage, Missouri(417) 623-3424 (417) 358-9331 Fax (417) 627-0358Estate Inventory WorksheetInstructions for Completing:Please complete the following Estate Inventory Worksheet and return it in an envelope to any SMB branch. This willenable SMB Trust Services to accurately assess your financial position and advise you as to an estate plan that isbest suited for your estate planning goals. All information you provide is strictly confidential and will only be usedfor this purpose. We will use this worksheet to assess your estate for planning purposes. When we have completedour analysis we will contact you to review the information, and determine your goals in planning for your estate.Exact values are not required, but try to be as accurate as possible. We encourage you to review actual documents(such as deeds, titles, certificates, accounts, etc.), rather than relying on your memory, so that ownership is not shownerroneously. To the extent possible, we ask that you attach copies of these documents to the form or bring themwith you for our meeting. Having the completed form and copies of the relevant documents in advance of ourmeeting will help us save you time and provide you with the best advice.Always feel free to call us if you have questions about filling out the Estate Inventory Worksheet, or any other matter.We look forward to meeting with you in the near future.
5/1/18DateExample Estate Inventory WorksheetName Smith,JohnLastFirstChildren’s Names/Dates of BirthKarenSpouseMaryDOB6/ 17 / 64////ItemsLastFirstJeff10 / 15//Title/Deed Ownership(names)Tract I102 Main St, JoplinJohn and Mary 175,000Tract II201 Any St, JoplinJohn, Mary, and Jeff 175,000Tract IIITract IVTract V2. Vehicles (year & make)a.’10 Chevy TruckJohn 20,000b.’12 Acura TLMary 15,0001. SMBJohn and Mary 5,0002. SMBJohn and Mary 3,0001. SMBJohn and Mary 1,0002. SMBJohn 1,000John and Mary 50,000c.d.3. Bank Accounts (institutions)a. Savings3.4.b. Checking3.4.c. Other (CDs, etc.)2.3.4./59//Fair Market Value(approximate)1. Real Estate (addresses)1. SMBDOB
ItemsTitle/Deed Ownership(names)Fair Market Value(approximate)4. Stocks and BondsABC CorpJohn 20,000JohnMary 25,000 15,0005. Retirement Plans/IRAsSMBSMB6. Life Insurance (company)United Insurance Co.(insured and beneficiary)John, insured / Mary, beneficiary 100,0007. Business InterestsJohn’s Printing CompanyJohn 150,000N/A 100,0008. EquipmentPrinting Equipment9. Household Goods & Personal EffectsN /A 20,00010. MiscellaneousLiabilities (to whom owed)(excluding normal monthly bills)Jasper Co. BankWhat For(names)Home MortgageAmount(approximate) 10,000
Estate Inventory ldren’s Names/Dates of Birth///Items1. Real Estate (addresses)Tract ITract IITract IIITract IVTract V2. Vehicles (year & make)a.b.c.d.3. Bank Accounts (institutions)a. Savings1.2.3.4.b. Checking1.2.3.4.c. Other (CDs, etc.)1.2.3.4.///Title/Deed Ownership(names)//////Fair Market Value(approximate)
ItemsTitle/Deed Ownership(names)Fair Market Value(approximate)4. Stocks and Bonds5. Retirement Plans/IRAs6. Life Insurance (company)(insured and beneficiary)7. Business Interests8. Equipment9. Household Goods & Personal EffectsN /A10. MiscellaneousLiabilities (to whom owed)(excluding normal monthly bills)What For(names)Amount(approximate)
To help us accurately assess your financial position and advise you as to an estate plan that is best suited for your estate planning goals, please complete this worksheet. \r\n Keywords: estate plan, estate planning, estate inventory worksheet, trust services, SMB, Southwest Missouri Bank, Joplin, Carthage, Neosho, Alba, Jasper Created Date
