2.2 Financial Inventory Worksheet

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On this worksheet, you are going to create a balance sheet of the assets and liabilities owned by you and your former spouse. At the end, this will help you to calculate your net worth. 

In the left column, list all of the items you own (Assets) and all the items you owe (Liabilities). In the three middle columns, estimate the value of the item and put that amount in the column of owner (you, your former spouse, or if you both jointly own it). Finally, in the last column, list the total value of each item. If you don’t know the exact value of an item, estimate it.

 

date.
 

Assets ($ you own)

Assets ($ you own)
You
Spouse
Joint
Total
Bank Accounts
Real Estate
Furniture
Vehicles
Financial Assets (Investments, pensions)
Other Valuables
Total Assets (A)

 

Liabilities ($ owed)

Liabilities ($ owed)
You
Spouse
Joint
Total
Real Estate Mortgage
Bank loans
Credit cards
Taxes owed
Automobile loans
Other Loans
Total Liabilities (L)

 

Net Worth

Net Worth: (A) – (L)

 

 

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2.2 Financial Inventory Worksheet