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Step 1 - Enter the current market value of your assets (ballpark estimate) Total value of your home and other real estate $ Value of total investments (stocks, bonds, mutual funds,CD) $ Total value of profit sharing, IRAs, pension plans and 401K $ Value of a business you own $ Total value of bank accounts (checking, saving, money market) $ Total value of cars, boats & motor homes $ Value of personal property & collectibles $ Total amount of money that people owe to you $ Amount life insurance will pay at your death (death benefit) $ Other $
Step 2 - Add up loans, debts you owe: Mortgages: $ Credit cards: $ Other: $
Step 3 -Estimate your probate and estate administration costs (Probate costs vary in each state, but are usually estimated at 2-8%. To be conservative, choose 3% or 4%.) 2% 3% 4% 5% 6% 7% 8%
Step 4 - Check your marriage status AND age group MARITAL STATUS Married Single/Widow
AGE GROUP 20-29 50-59 30-39 60-69 40-49 70+
