Page Title

Please insert your information below: Step 1

Full Name:
Date:

Itemised Assets

Cars:
Home and Furnishing:
Business:
Bank Balance:
Insurance:
Jewelry and Stocks:
Other (accumulative amount):

Liabilities and Debt

Cars:
Vendors:
Home:
Credit Card:
Property Taxes and Liens:
Other:

Continuing Income

Rental Income:
Pension:
Profits from Passive Investments:
Other Profits:

Step2: Information on Distribution Amounts

Burial Expense:

Note: Note: Maximum amount available for disposition /gifts to individuals, institutions, or charities, etc. is limited up to 1/3 of total amount available after debt repayment. These dispositions are optional and can also include parties who already have a share in inheritance OR grandchildren whose parent is deceased.

Dispositions:

Total Amount to People:
Total Amount to Institutions:

Please insert your information below: Step 1

Itemised Assets

Liabilities and Debt

Continuing Income

Step2: Information on Distribution Amounts

Dispositions:

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