Introduction
	Six Basic Steps
	1. Initiate the discussion
	2. Take stock of the present
	3. Develop objectives
	4. Choose professional       advisors, a guardian, &       a personal representative
	5. Consider alternatives
	6. Review & modify
	Additional resources
	Evaluation of web site
	Contacts & Credits

 

Step 2. Take Stock of the Present
Bank Accounts and Insurance

B. Life insurance policies

Company	How Owned (You, Spouse, or Joint)	Policy Number	Face Amount	Who is Insured? Who is the Beneficiary?	Cash Value & Any Outstanding Loan

• Download and save this worksheet page.
• Download all worksheets. (342KB or 17 pages)

 

Back to the Top | Previous | Next

Introduction | Additional resources | Evaluation of web site | Contacts & Credits
Step 1. Initiate the discussion	Step 2. Take stock of the present
Step 3. Develop objectives	Step 4. Choose professional advisors, a guardian,                   & a personal representative
Step 5. Consider alternatives	Step 6. Review & modify
Consumer Sciences & Retailing | Purdue Extension | Purdue Homepage
Purdue Directories & Searches | Campus Maps

Purdue University © 2004   Purdue University is an equal opportunity / equal access institution
Disclaimer: This web site is not intended to be a substitute for legal advice or counsel. It is designed to create an awareness of the need for estate planning and to help families become better acquainted with some of the issues involved.