A-E Report Workbook

Complete your estate planning framework

Section A: Assets17% Complete

Before We Begin

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Assets

Catalog Your Property and Holdings

Take your time to answer each question thoughtfully. Your responses will be included in your personalized PDF export.

1. Real Estate: List all properties you own (primary residence, vacation homes, rental properties, land)

2. Bank Accounts: List all checking, savings, money market accounts with approximate balances

3. Investment Accounts: List brokerage accounts, stocks, bonds, mutual funds, ETFs

4. Retirement Accounts: List 401(k), IRA, Roth IRA, pension plans

5. Business Interests: List ownership in any businesses, LLCs, partnerships, corporations

6. Personal Property: List valuable items (vehicles, jewelry, art, collectibles, firearms)

7. Digital Assets: List cryptocurrency wallets, domain names, valuable online accounts

8. Other Assets: List life insurance policies, annuities, trusts, debts owed to you

9. Digital Will - Account Inventory: List all online accounts Control needs to access (Email: Gmail, Outlook; Financial: bank websites, investment portals; Social: Facebook, LinkedIn; Subscriptions: Netflix, utilities; Cloud: Google Drive, Dropbox)

10. Digital Will - Account Details: For each important account, provide: Account Name, Website URL, Username/Email used, Where credentials are stored (e.g., 'in LastPass vault', 'in home safe')

11. Digital Will - Password Manager: Which password manager do you use? Where is the master password stored? Who has access to it?

12. Digital Will - Access Instructions: Any special instructions for accessing accounts? Where are two-factor authentication recovery codes stored? Where are security question answers kept?

Before We Begin

Assets

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