Southwest Missouri Bank | Personal & Business Banking, Mortgages, Auto Loans, & Investing Services in Joplin, Carthage, and Neosho
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Estate Inventory Worksheet and Example

Estate planning requires a review of two general aspects of your life, your assets and your goals. Until the "big picture" comes clearly into focus, it is difficult to formulate the plan that will work most beneficially for you and that you are comfortable with. It is important to know your assets to identify whether you are subject to federal estate (death) taxes and to calculate the probate expenses you may be subject to without planning. Both of these may materially impact your loved ones and your goals. Your goals are paramount because your assets are yours. You have worked a lifetime to accumulate them and you want as much of them as possible to go to your intended beneficiaries.

Below is an Estate Inventory Worksheet we utilize in assessing your estate for planning purposes. The information we receive on this form is strictly confidential. From this information we will give you an idea of what federal estate tax and probate ramifications there may be to your estate, and thus your loved ones. There is also an example below of how to properly complete the Worksheet. To start the process, you can complete the Estate Inventory Worksheet, print it off, and return it to any of our branches or simply mail the completed Worksheet to the Trust Department at 1000 E. 32nd Street, Joplin, MO 64804. When we have completed our work with the Worksheet, we will contact you for a convenient time to get together, review the tax and probate ramifications and determine your goals in estate planning. There is no charge or obligation for this service.

CLICK HERE for Estate Inventory Worksheet and Instructions (fill-in form)

CLICK HERE for Estate Inventory Worksheet Example