Real property: Primary residence, vacation homes, rental properties, vacant land. For each: address, approximate value, how title is held (sole, joint, tenants in common)
Financial accounts: Checking, savings, money market, CDs. For each: institution name, approximate balance, account type
Investment accounts: Brokerage accounts, mutual funds, individual stocks and bonds. For each: institution name, approximate value
Retirement accounts: 401(k), 403(b), IRA, Roth IRA, pension. For each: institution name, approximate value, current beneficiary designation
Insurance policies: Life insurance, annuities. For each: company, policy number, face value, current beneficiary
Business interests: Ownership in any business (LLC, corporation, partnership, sole proprietorship). For each: entity name, ownership percentage, approximate value
Vehicles: Cars, boats, motorcycles, RVs. For each: make, model, year, approximate value
Personal property of significant value: Jewelry, art, collectibles, antiques, firearms. For each: description, approximate value, any appraisals on file
Digital assets: Refer to digital-estate-planner for a comprehensive digital asset inventory