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It supports creating a consolidated view of financial accounts and digital assets, clarifies family and beneficiary contacts, and documents estate planning documents and asset categories. The sheet guides users to keep secure physical copies, add statements, consider separate worksheets for couples, attach extra pages as needed, and review annually while updating outdated information.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/asset-inventory-fillable-worksheet-instructions-and-asset-sections/348680/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/asset-inventory-fillable-worksheet-instructions-and-asset-sections/348680.png","ImageObject",442,249,{"name":88,"@type":89},"Lucas Martin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Who is responsible for completing and safeguarding the Asset Inventory information?","Question",{"text":108,"@type":109},"Saltmarsh Financial Advisors, LLC does not store the information. The user is responsible for what is entered and the security of the worksheet’s contents.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What should be included to help heirs understand the financial affairs?",{"text":113,"@type":109},"The worksheet supports listing family and other beneficiaries, identifying estate planning documents, and creating a consolidated view of financial accounts and digital assets, making it easier for heirs to understand the situation.",{"name":115,"@type":106,"acceptedAnswer":116},"How should the worksheet be stored and maintained over time?",{"text":117,"@type":109},"Keep a physical copy somewhere safe and ensure your spouse and/or executor knows where it is. 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The user is responsible for the content and the security of the information contained within this worksheet.  \nThis worksheet will help you:  \n• Create a consolidated view of your financial accounts and digital assets.  \n• Make it easier on your heirs to understand your financial affairs.  \n• Provide your intentions for your assets when you pass.  \nThings to keep in mind:  \n• Complete this inventory worksheet up to your comfort level.  \n• Keep a physical copy of this inventory worksheet somewhere safe (safe-deposit box or personal safe) and ensure your spouse and/or executor is aware of its location.  \n• Include copies of account statements where you store this document.  \n• If you’re completing this inventory as a couple, and you both have significant separate property, it may be simpler to prepare two separate worksheets.  \n• If there’s not enough space on the inventory to list all your assets, just attach additional sheets as necessary.  \n• Review this inventory worksheet at least once a year and update any outdated information.  \n• Consider setting up a Two-Factor Authentication for Executor.  \nAsset Inventory | 2  \nAsset Inventory: Family and Beneficiary Information  \nList All Family and Other Beneficiary Information   \n\n| Full Name and Contact Info | Date of Birth | Social Security No. | Relationship | Notes |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n\nEstate Planning Documents  \n\n| Name of Document | Do you have it? Yes / No | Location |\n| --- | --- | --- |\n| Durable Power of Attorney (DPOA) / Healthcare Power of Attorney |  |  |\n| Living Will |  |  |\n| Healthcare Medical Directive |  |  |\n| Guardianship for Minors |  |  |\n| Trusts |  |  |\n| Letter of Instruction |  |  |\n\nAsset Inventory | 3  \nAsset Inventory  \nBank Accounts  \n\n| Bank Name & Account Titling | Log-In Webpage | Username | Password | Current Balance |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n| Total Bank Accounts |  |  |  |  |\n\nBrokerage Accounts  \n\n| Firm Name & Account Number (s) | Titling 1 | Username | Password | Current Balance |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n| Total Brokerage Accounts |  |  |  |  |\n\nSecurities in Certificate Form  \n\n| Name of Stock, Bond, etc. | Titling 1 | CUSIP No. 2 | Number of Shares | Est. Market Value |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n|  |  |  |  |  |\n| Total Securities in Certificate Form |  |  |  |  |\n\nPersonal Retirement Accounts  \n\n| Firm Name & Account Type 3 | Log-In Webpage | Username | Password | Current Balance |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n| Total Personal Retirement Accounts |  |  |  |  |\n\n¹ Titling abbreviations: IND for individual, JTWROS for joint tenancy with rights of survivorship, TE for tenancy by the entirety, CP for community property, CPWROS for community property with rights of survivorship, TC for tenants in common, REVT for revocable living trust and IRREVT for irrevocable living trust.  \n² CUSIP No.: This is the standardized identification number assigned to issues of stocks and bonds ans is usually found on the certificate near the number of shares.³ Individual retirement account types include IRAs, Roth IRAs, and Rollover IRAs.  \nAsset Inventory | 4  \nAsset Inventory  \nDigital Assets  \n\n| Name & Type of accounts (Websites, Email, Photographs, Digital Currencies and Collectables, Medical Records, etc.) | Username | Password |\n| --- | --- | --- |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n|  |  |  |\n| Total Digi","cbCaitO3yJY6Tatq","https://ap.wps.com/l/cbCaitO3yJY6Tatq","pdf",340718,7,"English","# Asset Inventory\n## Family and Beneficiary Information\n## Estate Planning Documents\n## Bank Accounts\n## Brokerage Accounts\n## Securities in Certificate Form\n## Personal Retirement Accounts\n## Digital Assets\n## Phone Passcode\n## Employer-Sponsored Retirement Plans & Retirement Benefits\n## Health Savings Account\n## Annuities / Pensions\n## Real Estate\n## Safe Deposit Box\n## Personal Property\n## Life Insurance","[{\"question\":\"Who is responsible for completing and safeguarding the Asset Inventory information?\",\"answer\":\"Saltmarsh Financial Advisors, LLC does not store the information. The user is responsible for what is entered and the security of the worksheet’s contents.\"},{\"question\":\"What should be included to help heirs understand the financial affairs?\",\"answer\":\"The worksheet supports listing family and other beneficiaries, identifying estate planning documents, and creating a consolidated view of financial accounts and digital assets, making it easier for heirs to understand the situation.\"},{\"question\":\"How should the worksheet be stored and maintained over time?\",\"answer\":\"Keep a physical copy somewhere safe and ensure your spouse and/or executor knows where it is. Review the worksheet at least once a year and update any outdated information.\"}]","Asset Inventory - Fillable Worksheet - Instructions and Asset Sections | PDF",1790076880]