Personal Financial Asset Inventory

PERSONAL FINANCIAL ASSET INVENTORY

Owner Name:    Date of Birth:

PURPOSE AND DECLARATION

This Personal Financial Asset Inventory is prepared by the owner named above to record the owner's material financial assets, liabilities, and the location of related documentation. The information provided is intended to assist the owner's designated representatives, personal legal counsel, or fiduciaries in the event of incapacity, death, or other personal emergencies.

Certification: I certify under penalty of perjury that the information provided on this form is true, accurate, and complete to the best of my knowledge as of the Date of Valuation below. I acknowledge that values listed are estimates unless accompanied by supporting documentation, and I accept responsibility to update this inventory as circumstances change.

DATE OF VALUATION

Date of Valuation:

BANK ACCOUNTS (CHECKING, SAVINGS)

Account 1

Institution:    Account Number (last 4):    Approx. Balance:

Document Location:

Account 2

Institution:    Account Number (last 4):    Approx. Balance:

Document Location:

INVESTMENTS & RETIREMENT ACCOUNTS

Brokerage / Investment Account 1

Institution:    Account Number (last 4):    Approx. Value:

Document Location:

Retirement Account (IRA/401k)

Plan/Institution:    Account Number (last 4):    Approx. Value:

Beneficiary(ies):

REAL PROPERTY

Property Address:

Deed Location / Recording Info:

Estimated Market Value:    Mortgage Lender:    Loan Account (last 4):

VEHICLES

Vehicle 1 — Make/Model/Year:    VIN:

Title Location:

Estimated Value:

VALUABLE PERSONAL PROPERTY

Item 1 (Jewelry, Art, Collectible):    Serial/ID:

Location:

Estimated Value:

INSURANCE POLICIES

Policy Type:    Company:    Policy Number:

Beneficiary(ies):  

DIGITAL ASSETS & CRYPTOCURRENCY

Online Service / Account:    Username / Email:

Recovery Method / Password Location:

Cryptocurrency Wallet 1

Wallet Type / Service:    Currency / Approx. Balance:

Private Key / Seed Phrase Location:

DEBTS & LIABILITIES

Creditor:    Account Number (last 4):    Outstanding Balance:

Account Documents Location:

ESTATE PLANNING DOCUMENTS

Will:    Trust:

Power of Attorney:

BENEFICIARIES AND KEY CONTACTS

Primary Beneficiary Name:    Relationship:

Contact Information:

ADDITIONAL NOTES, LOCATION OF IMPORTANT DOCUMENTS, AND SPECIAL INSTRUCTIONS

RECORDS RETENTION AND UPDATING

I agree to review and update this inventory periodically and to inform my designated representative(s) of significant changes. Major changes since the Date of Valuation should be recorded here:

WITNESS / NOTARY INFORMATION (OPTIONAL)

Witness Name:    Contact:

Notary Acknowledgment (if executed before a notary, complete below): County:    State:

Notary Commission Expires:

By signing below, I declare that I have reviewed this inventory, that the entries are accurate to the best of my knowledge, and that I understand this is a personal record to assist my representatives. I understand that this inventory does not constitute a legal transfer of title or an amendment to estate planning documents.

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