Step 1 - Enter the current market value of your assets (ballpark estimate)
Total value of your home and other real estate $
Value of total investments (stocks, bonds, mutual funds,CD) $
Total value of profit sharing, IRAs, pension plans and 401K $
Value of a business you own $
Total value of bank accounts (checking, savings, money market) $
Total value of cars, boats & motor homes $
Value of personal property & collectibles $
Total amount of money that people owe to you $
Amount life insurance will pay at your death (death benefit) $
Other $

Step 2 - Add up loans, debts you owe:
Mortgages: $
CreditCards: $
Other: $

Step 3 -Estimate your Probate and Estate Administration Costs
(Probate fees vary in each state, but are usually estimated at 1-5%. To be conservative, choose 2% or 3%.)
1%
2%
3%
4%
5%
6%
7%
8%

Step 4 - Check your marriage status AND age group
MARITAL STATUS
Married
Single/Widow