Asset Summary
The purpose of this section is to determine an approximate value of the estate, which will help identify needs and options for the intended estate plan. For each asset category, please provide an estimated value or approximate balance for assets held by you and your spouse, as well the total debt against such assets. This will include assets held individually by either spouse and assets held jointly. Depending on the results of this summary, additional and more detailed information may be required to properly determine appropriate estate planning needs and structure.