When planning your estate, it’s important that you have an accurate estimate of its worth.
Most people underestimate the value of their estates. You can estimate the value of your gross estate using the guide below. If you’re married, use half the market value of any asset you hold jointly.
| Assets |
Market Value |
| Cash, CDs, Money Markets |
$ |
| Stocks, Bonds, Mutual Funds |
$ |
| Mortgages and Other Debts Owed to You |
$ |
| Employer-sponsored Retirement Plan Benefits |
$ |
| IRAs |
$ |
| Personal Residence |
$ |
| Vacation Home/Time Share |
$ |
| Other Real Estate |
$ |
| Business or Partnership Interests |
$ |
| Life Insurance Proceeds |
$ |
| Automobiles and Other Vehicles |
$ |
| Jewelry |
$ |
| Collectibles |
$ |
| Other (Furniture, Personal Belongings, etc.) |
$ |
| Other |
$ |
| Total Gross Estate: |
$ |
JCBank does not offer legal advice. You should consult your attorney regarding your specific situation.