The Asset Inventory & Liquidity Kit

What’s Inside:

• Asset Inventory Template: A centralized master record to organize every account, title deed, and investment you own.

• Net Worth Calculation Template: A real-time snapshot of your true financial legacy, balancing what you own against what you owe.

• Estate Liquidity Template: A vital "stress test" for your estate to ensure there is enough immediate cash to cover taxes, fees, and debts without forced asset sales.

• Analysis of Income Needs on Death: A forward-looking calculator to determine the exact capital required to sustain your family's current standard of living.