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Suzanne J. Shephard

Attorney at Law

(916) 484-3929

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Valuation Checklist

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Valuation Checklist

To begin your estate planning, you will need to identify the assets that you want to include in your plan. It is very helpful to have an estimated value of your personal property and real property for tax planning and discussion purposes during your first estate planning meeting. Please write the approximate fair market value next to each asset you own and bring this with you to your initial visit.

Grant Deads & Real Property

Residence

Rental properties

Vacation properties, time shares

Deeds of trust or mortgages to residence, vacation, and rental properties

Personal Property

Checking, savings, cash maximizer, money market accounts, certificates of deposit

Household furnishings and furniture

Vehicles

Personal collections (jewelry, art, stamp, gun, porcelain)

Promissory notes (that you owe or other people owe to you)

Life insurance policy face values (pay out amount)

Annuity contracts

Investments such as stocks, bonds, mutual funds, and limited partnerships

Pension plans, 401(K), 403(b), 457 Plans, IRAs

Royal, copyright, trust, and other income

Business interests such as partnerships, limited partnerships, family limited partnerships, closely-held corporations, or franchises

Miscellaneous assets

2775 Cottage Way, Suite 13
Sacramento, CA 95825
(916) 484-3929
Fax: (916) 484-3930

Suzanne J Shephard

Attorney at Law

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.

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