Trust Asset Inventory

This form helps our legal and advisory team understand your asset structure so your trust can be designed correctly.

Please list all assets, financial accounts, businesses, vehicles, and liabilities to the best of your knowledge.

If you have multiple items in a category, list each item on a new line following the format shown in the examples.

Exact balances are not required. Estimated values are acceptable.

Completing this inventory carefully helps ensure your trust is structured properly.

Please provide details for any real estate you own including primary residences, rental properties, land, or commercial property.

If you own multiple properties, list each one on a new line following the format shown in the example below.

List each property on a new line using the format shown below.

Example

123 Main St – 2015 – $620,000 – $280,000 – Transfer to Trust

456 Oak Ave – 2020 – $480,000 – $350,000 – Review Structure

Please list any bank accounts, brokerage accounts, retirement accounts, or digital asset accounts you currently hold.

If you have multiple accounts, list each one on a new line using the example format below.

List each account on a new line using the format shown above.

Please list any businesses you own or have ownership in. This includes LLCs, corporations, partnerships, or any other business entities.

If you own multiple businesses, list each one on a new line using the format shown below.

List each business on a new line using the format shown above.

Please list any vehicles you currently own. This may include cars, trucks, motorcycles, boats, RVs, or other titled vehicles.

If you own multiple vehicles, list each one on a new line using the format shown below.

List each vehicle on a new line using the format shown above.

Please list any investment or retirement accounts you currently hold. This may include brokerage accounts, IRAs, 401(k)s, mutual funds, stocks, bonds, or other investment assets.

If you have multiple accounts, list each one on a new line using the format shown below.

List each investment account on a new line using the format shown above.

Please list any insurance policies you currently hold. This may include life insurance, whole life, term life, disability insurance, or other insurance policies that may be connected to your trust or estate planning.

If you have multiple policies, list each one on a new line using the format shown below.

List each insurance policy on a new line using the format shown above.

Please list any insurance policies you currently hold. This may include life insurance, whole life, term life, disability insurance, or other insurance policies that may be connected to your trust or estate planning.

If you have multiple policies, list each one on a new line using the format shown below.

List each liability on a new line using the format shown above.

Please list your primary income sources. This may include business income, employment income, rental income, investment income, or other revenue sources.

If you have multiple income sources, list each one on a new line using the format shown below.

List each income source on a new line using the format shown above.

If available, please upload any documents that may help our legal and advisory team better understand your asset structure.

Examples include property deeds, business formation documents, insurance policies, or financial statements.

If you do not have these available now, you may upload them later through your client portal.

Upload property deeds, closing statements, or property tax documents if available.
Upload operating agreements, articles of incorporation, or other business formation documents.
Upload copies of life insurance, disability policies, or other relevant coverage.
Upload recent account statements, brokerage summaries, or other financial records if available.
Upload any other documents you feel may be helpful for our review.