Estate Plan Asset Inventory Worksheet — Form Fields
This finance template includes 10 fields. Document all assets, accounts, and beneficiaries for estate planning preparation. Free to customize and use on ZenBuild.
Full Legal Name (text, required)
Email (email, required)
Date of Birth (text, required)
Spouse or Partner Name (text, optional)
Approximate Primary Residence Value ($) (number, optional)
Total Investment/Retirement Account Balances ($) (number, optional)
Life Insurance Death Benefit Total ($) (number, optional)
Asset Types Held (checkboxes, required) — options: Real Estate, Brokerage Accounts, Retirement Accounts, Life Insurance, Business Interests, Cryptocurrency, Collectibles, Other
Primary Beneficiary Name (text, required)
Current Will in Place? (multiple choice, required) — options: Yes, No, Outdated
