Property Analysis Calculator for Estate Planning

What is the value of your estate?

Many clients are unaware of the total value of all of their assets and fail to take this into consideration when working on their estate planning.

The following Property Analysis Calculator may help you estimate the total value of your assets. This estimate, along with more in-depth discussions online, helps Kimbro Legal Services determine which estate planning methods should be taken to protect you and your family. In some cases, estate planning techniques may be used to help lower the amount of potential taxes that may be due on an estate at the time of death.

Use the calculator below for an estimate of your total assets. Then register for a secure account on the virtual law office to request NC Estate Planning Services.

For each of the following, please give an approximate value:

Asset Value
Motor vehicles registered in your name $
Interest in real estate owned by you only $
Interest in real estate owned by survivorship with your spouse $
Any expected inheritances or payouts $
Any benefits due under pension or profit sharing plans $
Amounts in any checking or savings accounts owned by you alone $
$
$
$
Amounts in any jointly held checking or savings accounts $
$
$
$
Value of stock and bonds $
$
$
Value of 401’s, IRA’s etc. $
$
$
Value of life and accidental death insurance $
$
$
Value of any business interests $
$
$
Value of boats, trailers, timeshares, etc. $
$
$
Value of loans or contracts to which you are the beneficiary $
$
$
Value of any collections (coins, guns, etc.) $
$
$
Value of any other assets not listed above $
$
$
$
Total: $