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Property Worksheet

Before writing a will, complete this form to keep important pieces of property in mind.This worksheet will help you list existing beneficiaries, and outline all of your assets, including:

  • liquid assets
  • securities
  • business personal property

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    • Before you write a will or other estate planning document, it’s helpful to make an inventory of your property, including real estate, cash, securities, cars, personal property such as household goods, and business assets, such as a company you own or the right to receive royalties. Use this form to make sure you don’t overlook important items. It’s a good idea to update it annually.