"Asset and Liability Worksheet Template - Planning Alternatives"

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Asset and Liability Worksheet
Cash Accounts
(Checking, Savings, Money Market, etc.)
Distribution
Description
Value
Account No.
Owner
Upon Owner’s
Phone
Death
$
$
$
$
$
$
Notes
Retirement Accounts
(Employer Plan, 401k, 403b, IRA, Annuity, etc.)
Description
Value
Account No.
Owner
Beneficiaries
Phone
$
$
$
$
$
$
Notes
WWW.PLANNINGALT.COM
|
248.645.1520
|
TOLL-FREE: 800.645.1710
36800 Woodward Avenue, Suite 200 | Bloomfield Hills, MI 48304
Asset and Liability Worksheet
Cash Accounts
(Checking, Savings, Money Market, etc.)
Distribution
Description
Value
Account No.
Owner
Upon Owner’s
Phone
Death
$
$
$
$
$
$
Notes
Retirement Accounts
(Employer Plan, 401k, 403b, IRA, Annuity, etc.)
Description
Value
Account No.
Owner
Beneficiaries
Phone
$
$
$
$
$
$
Notes
WWW.PLANNINGALT.COM
|
248.645.1520
|
TOLL-FREE: 800.645.1710
36800 Woodward Avenue, Suite 200 | Bloomfield Hills, MI 48304
Non-Retirement Accounts
(Brokerage, Stock, Stock Option, Mutual Fund, etc.)
Distribution
Description
Value
Account No.
Owner
Upon Owner’s
Phone
Death
$
$
$
$
$
$
$
$
Notes
Other Assets
(Home, Business, Other Real Estate, Vehicle, Jewelry)
Distribution Upon
Description
Value
Owner
Owner’s Death
$
$
$
$
$
$
Notes
WWW.PLANNINGALT.COM
|
248.645.1520
|
TOLL-FREE: 800.645.1710
36800 Woodward Avenue, Suite 200 | Bloomfield Hills, MI 48304
Life Insurance
Death
Cash
Expiration
Distribution
Description
Policy No.
Owner
Phone
Benefit
Value
Date
Upon Death
$
$
$
$
$
$
$
$
Notes
Long Term Care and Disability Insurance
Monthly
Description
Policy No.
Owner
Benefit Period
Phone
Benefit
$
$
$
$
Notes
Liabilities
Description
Balance
Account No.
Debtor
Term
Interest Rate
$
$
$
$
$
$
Notes
WWW.PLANNINGALT.COM
|
248.645.1520
|
TOLL-FREE: 800.645.1710
36800 Woodward Avenue, Suite 200 | Bloomfield Hills, MI 48304
Current And Future Income
(Social Security, Pension, Rental Income, Business Interest, Trust Income, Royalites, etc.)
Annual
Survivor
Description
Begin Date
End Date
COLA*
Income
Benefit
$
$
$
$
$
$
$
$
$
$
Notes
*Cost of Living Adjustment
WWW.PLANNINGALT.COM
|
248.645.1520
|
TOLL-FREE: 800.645.1710
36800 Woodward Avenue, Suite 200 | Bloomfield Hills, MI 48304
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