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Enter basic information on this form and provide it to your attorney to help begin the preparation of your Estate Plan. For nonlegal advice, such as including Concord University in a specific bequest of your estate, contact Concord’s Advancement Office at 304-384-6311 [or visit](or visit concord.edu/plannedgiving)[ ](or visit concord.edu/plannedgiving)[concord.edu/plannedgiving](or visit concord.edu/plannedgiving).  \nI. FAMILY STATUS  \n| 1. |  |  |\n| --- | --- | --- |\n|  | My full legal name is: |  |\n|  | I have also been known as: |  |\n|  | My Social Security Number is: |  |\n|  | My date of birth is: |  |\n|  |  |  |\n| 2. | I am a citizen of: |  |\n|  | My legal residence is: include name of county |  |\n|  | Other residences: |  |\n| 3. | My occupation is: |  |\n|  | My employer is: |  |\n\n\n| 4. | My spouse’s name is: |  |  |\n| --- | --- | --- | --- |\n|  | My spouse’s Social Security Number is: |  |  |\n|  | My spouse’s date of birth is: |  |  |\n|  | My spouse is a citizen of: |  |  |\n|  | My spouse’s occupation is: |  |  |\n|  | My spouse’s employer is: |  |  |\n|  |  |  |  |\n| 5. | I was formerly married: | Yes | No |\n|  | I have children from a current marriage: | Yes | No |\n|  | I have children from a former marriage: | Yes | No |\n|  | I have legal obligations from a former marriage: | Yes | No |\n| 6. My nearest relatives: |  | Using the table below, list your relatives, starting with (1) children,\u003Cbr>(2) grandchildren,(3) siblings,(4) parents,(5) All other relatives |  |\n\n\n| Relative Name | Relationship | Date of Birth | Address |\n| --- | --- | --- | --- |\n|  | Child Grandchild\u003Cbr>Sibling Parent Other |  |  |\n|  | Child Grandchild\u003Cbr>Sibling Parent Other |  |  |\n|  | Child Grandchild\u003Cbr>Sibling Parent Other |  |  |\n|  | Child Grandchild\u003Cbr>Sibling Parent Other |  |  |\n|  | Child Grandchild\u003Cbr>Sibling Parent Other |  |  |\n|  | Child Grandchild\u003Cbr>Sibling Parent Other |  |  |\n\n7. Personal Valuables  \nEnter Household furnishings, jewelry, furs, books, art objects, automobiles, boats, etc. List separately any special items to be included, otherwise group them. Use a separate sheet, as required.  \n\n| Item | Location |  | Est. Value |\n| --- | --- | --- | --- |\n|  |  |  | $ |\n|  |  |  | $ |\n|  |  |  | $ |\n|  |  |  | $ |\n|  |  |  | $ |\n|  |  |  | $ |\n|  |  |  |  |\n|  |  | Personal Valuables Total | $ |\n\n8.  \nCash  \nEnter all of your Checking accounts and savings accounts. Use a separate sheet, as required.  \n\n| Name of Bank | Address | Account \\# | Owner/Joint Owners | Amount |\n| --- | --- | --- | --- | --- |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  |  |\n|  |  |  | Cash Total | $ |\n\n9.  \nOther Cash  \nEnter money market funds, certificates of deposit. Use a separate sheet, as required.  \n\n| Name of Bank | Address | Account \\# | Owner/Joint Owners | Amount |\n| --- | --- | --- | --- | --- |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  |  |\n|  |  |  | Other Cash Total | $ |\n\n10.  \nInvestments  \nEnter Stocks, Mutual Funds, Bonds, Partnerships, and Business Interests. Use a separate sheet, as required.  \n\n| Name of Bank | Address | Account \\# | Owner/Joint Owners | Amount |\n| --- | --- | --- | --- | --- |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  |  |\n|  |  |  | Investments Total | $ |\n\n11.  \nMoney Owed to Me  \nEnter any money that is owed to you, such as personal Loans and Mortgages. Use a separate sheet, as required.  \n\n| Item | Address | Receivable From |  | Amount |\n| --- | --- | --- | --- | --- |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  | $ |\n|  |  |  |  |  |\n|  |  |  | Money Owed to Me Total | $ |\n\n12.  \nLife Insurance  \nEnter all of your life Insurance policies. Use a separate sheet, as required.  \n\n| Name of Insured | Company Name & Policy \\# | Type of Policy | Owner |  | Beneficiary | Cash Value | Face","cbCair5dwli19oG3","https://ap.wps.com/l/cbCair5dwli19oG3","pdf",285846,8,"English","# Estate Inventory Worksheet\n## I. Family Status\n## Personal Valuables\n## Cash\n## Other Cash\n## Investments\n## Money Owed to Me\n## Life Insurance\n## Retirement Plans\n## Real Estate\n## Digital Property\n## Sum of Total Assets\n## III. Liabilities\n## Mortgages, Loans, Taxes and Debts That You Owe","[{\"question\":\"What information does the Estate Inventory Form collect for family status?\",\"answer\":\"It collects basic identity details, citizenship, legal residence, occupation, employer, spouse information, prior marriage and children information, and nearest relatives with relationship and contact details.\"},{\"question\":\"How are assets organized in the worksheet?\",\"answer\":\"Assets are grouped into categories including personal valuables, cash accounts, other cash (money market funds and certificates of deposit), investments, money owed to you, life insurance, retirement plans, real estate, and digital property, each with an itemized table and totals.\"},{\"question\":\"What does the liabilities section include?\",\"answer\":\"The liabilities section includes mortgages, loans, taxes, and other debts that you owe, with fields to record the creditor, address, and amount.\"}]","CU-Foundation-Estate-Inventory-Form - Estate Inventory Worksheet | PDF",1790076875]