My Net Worth Overview
An important task and commonly overlooked estate planning advice you need to focus on is creating a list of your assets—what you currently own (assets) and owe (debts).
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An important task and commonly overlooked estate planning advice you need to focus on is creating a list of your assets—what you currently own (assets) and owe (debts). Doing this will help you not only figure out and document your net worth but it will also serve as the inventory list of resources later when family needs to step in to help or to settle your estate after you’re gone!
Don’t know where to begin? No problem! We have created a Net Worth Statement Checklist to help you get it all figured out. The fillable PDF also auto-calculates for you as you go so you will see an accurate net worth totaled for you at the bottom when you are finished.
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