Property Worksheet	
Property	Name of Any Existing Beneficiary	
Real Estate 
(list each piece of real estate by address)	

		
Cash and Other Liquid Assets

Cash	

		
Checking accounts	

		
Savings and money market accounts	

		
Certificates of deposit	

		
Alternative currencies (Bitcoin, local currencies, barter units)	

		
Precious metals	

		
Securities (not in retirement accounts)

Mutual funds	

		
		
Listed and unlisted stocks 	

		
Government, corporate, and municipal bonds	

		
Annuities	

		
Retirement Plan Assets (IRAs, Keoghs, Roth IRAs, 401(k) and 403(b) plans)	

		
Vehicles

Automobiles, trucks, and recreational vehicles	

		
Planes, boats, and other vehicles	

		
Other Personal Property

Household goods	

		

		

Valuable clothing, jewelry, and furs	

		
Collectibles, including artworks, and antiques	

		
Tools and equipment	

		

Livestock or other valuable animals	

		
Money owed you (personal loans, etc.)	

		
Death benefits	

		
Life insurance (other than term insurance)	

		
Miscellaneous (any personal property not listed above)	

		

Digital Assets

(Use this section to make notes about your digital accounts and property. If you want to provide access to your survivors, leave usernames and passwords in a separate, secured document.)

Email accounts	

		
Social media accounts (Facebook, Twitter)	

		
Subscriptions (journals, Amazon Prime, Netflix)	

		
Marketplace accounts (Ebay, Etsy, Craigslist, Amazon)	

		
Apps (for phone or tablet)	

		
Photos, books, music, videos (online, on your phone, computer, or external drive)	

		
Financial sharing and storage accounts (Dropbox, Google Docs)	

		
Financial accounts (online banking, budget programs, trading, credit monitoring)	

		
Medical accounts (HMO, doctor’s portals, online pharmacies)	

		
Insurance accounts (online accounts for car, home, life)	

		
Blogs and websites (domain names, third party hosts)	

		

Utilities (online accounts for gas and electric, phone, Internet)	

		
Data stored on your computer (contact lists, tax prep or financial software)	

		
Business Personal Property

Business ownerships (partnerships, sole proprietorships, limited partnerships, limited liability companies, corporations)	

		
Intellectual property (domain names, patents, copyrights, and trademarks—including the right to receive royalties)	

		
Miscellaneous receivables (mortgages, deeds of trust, or promissory notes held by you; any rents due from income property you own; and payments due for professional or personal services or property sold by you for which you have not been fully paid by the purchaser)