Children Information
Financial Information
  • Real Estate (including valuation)
  • Vehicles (Makes and Years including values)
  • Life Insurance (Cash Values)
  • Non-Qualified Investments (Stocks, bonds, mutual funds, etc.)
  • Qualified Investments (Retirement plans - 401(k)'s, IPERS, etc.)
  • Cash and Bank Accounts
  • House Contents
  • Debts

Business Ownership Information
  • Cash flow statement
  • Other financial statements
  • Valuation