T H E  I N V E N T O R Y  –  A  F I R S T  S T E P  I N  Y O U R  E S T A T E  P L A N

Once you have hired an attorney, you will usually be asked to fill out an inventory so that your attorney can assess your estate and begin to develop your estate plan. The Nature Conservancy is providing you with this sample inventory to help you begin the estate planning process, clarify your thinking and save you time when you meet with your attorney.

First, take stock of all of your assets. Consider your investments, real estate, business assets, retirement plans, insurance and personal property. Then, decide what you want to do with these assets and to whom you wish to leave them. Your attorney will advise you on which assets are best left to family, friends or charity from a tax and legal perspective. You should also consider whom you trust to handle your affairs and medical decisions in case of incapacitation. Along with this inventory, you will need to provide your attorney with copies of all existing wills, trusts, powers of attorney, life insurance policies, deeds, retirement plans and other important documents.

Estate planning inventory checklist

Date:   	/ 	/ 	

Personal data

1.  Name:  	

2.  Birth Date:  	/ 	/ 	

3.  SS#:   	

4.  Citizenship: 	

5. Home Address:

Street	City, State, Zip

6.  Home Phone:   	

7. Business Address:

Street	City, State, Zip

8.  Business Phone:   	

9.  Occupation:  	

The mission of The Nature Conservancy is to conserve the lands and waters on which all life depends.

Family data

1.   Spouse’s Name:  	

2.  Birth Date:  	/ 	/ 	

3.  SS#:   	

4.  Citizenship: 	

If None:	Single	Widowed	Divorced

5.	Business Address:

Street	City, State, Zip

6.  Business Phone:   	

7.  Occupation:  	

8. Do you have any children?	Yes	No

If Yes, please provide the following information:

Children:	Birth Date:	SS#:
/	/	
/	/	
/	/	
/	/	
/	/	

Do you have legal custody of all your children?	Yes	No
If No, who has custody?
What is your financial obligation?
Are any of your children adopted? If so, please list names and dates of adoption

Advisors

1.    Legal:  	

Phone:  	

Address:

Street	City, State, Zip

2.    Taxes:  	

Phone:  	

Address:

Street	City, State, Zip

3.    Insurance:  	

Phone:  	

Address:

Street	City, State, Zip

4.    Investments:  	

Phone:  	

Address:

Street	City, State, Zip

5.    Bank:  	

Phone:  	

Address:

Street	City, State, Zip

6.    Other:   	

Phone:  	

Address:

Street	City, State, Zip

Financial information
Asset Description (please attach a separate listing if more room is needed)

I. Bank Accounts, CDs

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

II. Mutual Funds

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

III. Bonds, Notes

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

IV. Stocks

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

V. Real Estate

Principal Residence
Address
City
Estimated Value $

State
Tax Assessment $

Zip Code

Ownership

Amount of Indebtedness, if any

Other Real Estate (vacation home, farm, rental property, etc.)
Please list state of location, estimated value, indebtedness and ownership

1.    	

2.

3.

VI. Personal Property
Please describe, list estimated value and ownership

1. Furnishings
2. Jewelry
3. Automobiles
4. Collectibles
5. Art
6. Other

VII. Safety Deposit Box
Please describe contents, list estimated value and ownership
1.
2.
3.

VIII. Commercial
Annuities

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

Please specify beneficiaries of the listed annuities:

IX. IRAs IV. Stocks

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

Please specify beneficiaries of the listed IRAs:

IX. Retirement Plans, Pension, Profit-sharing, 401(k), 403(b), etc.

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

Please specify beneficiaries of the listed plans:

X. Life Insurance

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

Please specify beneficiaries of the listed policies:

Are there any loans? If so, please list indebtedness

XI. Business Interests (corporate, partnership, proprietorship, etc.)

Total:

Estimated Value

$
$
$
$
$

Owned By You	Owned By
Spouse

Joint Owners

Are there any loans? If so, please list indebtedness

Indebtedness Description (please list any liabilities that are not already listed under the Asset Description section;
attach a separate listing if more room is needed)

1.
2.
3.

Summary of financial information

Total assets

1. Bank Accounts/CDs
2. Mutual Funds
3. Bonds, Notes
4. Stocks
5. Real Estate
6. Tangible Property
7. Annuities
8. IRAs
9. Retirement Plans
10. Life Insurance
11. Business Interests

Total assets

Owned By You

$
$
$
$
$
$
$
$
$
$
$

$ 	

Owned By Spouse

$
$
$
$
$
$
$
$
$
$
$

$ 	

Owned Jointly

$
$
$
$
$
$
$
$
$
$
$

$ 	

Total liabilities

1. Auto Loans	Owned By You

$ 		Owned By Spouse

$ 		Owned Jointly

$ 		
2. Personal Loans	$ 		$ 		$ 		
3. Mortgages	$ 		$ 		$ 		
4. Business Loans	$ 		$ 		$ 		
5. Pledges	$ 		$ 		$ 		
6. Life Insurance	$ 		$ 		$ 		
7. Other	$ 		$ 		$ 		

Total Indebtedness	
$ 		
$ 		
$ 		

Total net worth

$ 		$ 		$ 	

Inheritance (please describe any anticipated inheritances or gifts)

Income (please list annual income from all sources)

You Spouse Joint

Notes

Estate planning documents
Will (please provide copies)

YOU	SPOUSE

1. Existing Will	Yes	

/	No
/		Yes	

/	No
/	
2. Date of Will		/	/			/	/	
3. Date of Last Codicil		/	/			/	/	
		/	/			/	/	
4. Name of Executor								
5. Name of Guardian(s)								

Other Estate Planning Documents  (please describe and provide copies - examples may include: living trusts, insurance trusts, living wills, health care proxy, power of attorney, charitable trust, charitable gift annuity, premarital agreement, etc.)

YOU	SPOUSE
1.	Yes	No	Yes	No
2.	Yes	No	Yes	No
3.	Yes	No	Yes	No
4.	Yes	No	Yes	No

Expected Beneficiaries

Family Beneficiaries  (list names and what you wish to give)

Non-Family Beneficiaries  (list names and what you wish to give)

Charitable Beneficiaries  (list names and what you wish to give)

Notes

Additional information
1. Describe any health problems or special needs of you or your family members.

2. If you have minor children, please list your choices of guardians in case of your death(s):

Primary Guardian

Name:  	

Phone:  	

Address:

Street	City, State, Zip

Relationship:  	

Alternate Guardian

Name:  	

Phone:  	

Address:

Street	City, State, Zip

Relationship:  	

3. If you have minor children, do you want their share of your estate to be distributed outright when they attain the age of majority (age 18), or retained in a trust fund to be administered for their benefit until a specified age?

Notes

Questions for your attorney

This information is intended to provide a general overview of this gift option. The Nature Conservancy cannot render tax or legal advice, and this information is not intended as such. Because of the complexity of estate planning, it is also important that you confer with a qualified advisor to assess the financial, legal, and tax benefits for your personal situation. We would be happy to answer any questions you may have about this material. Please contact our Gift Planning Team toll-free at (877)-812-3698 or e-mail legacy@tnc.org.