Asset Calculation Form Your DetailsFirst NameLast NamePartners NamePartners Last NameYour EmailYour Phone NumberAssetsMain ResidenceJointly Owned AssetsYour AssetsPartners AssetsAdditional PropertiesJointly Owned AssetsYour AssetsPartners AssetsForeign AssetsJointly Owned AssetsYour AssetsPartners AssetsLife Policies not written into TrustJointly Owned AssetsYour AssetsPartners AssetsAssets Continued...ISAs (Cash)Jointly Owned AssetsYour AssetsPartners AssetsISAs (Stocks and Shares)Jointly Owned AssetsYour AssetsPartners AssetsPension and Death in Service BenefitsJointly Owned AssetsYour AssetsPartners AssetsSharesJointly Owned AssetsYour AssetsPartners AssetsAssets Continued...Unit trust / Investment BondsJointly Owned AssetsYour AssetsPartners AssetsBusiness: Sole Trader / Husband-wife PartnershipJointly Owned AssetsYour AssetsPartners AssetsBusiness: Partnerships / ShareholdingsJointly Owned AssetsYour AssetsPartners AssetsBank / Building Society SavingsJointly Owned AssetsYour AssetsPartners AssetsAssets Continued...Chattels (Items of Personal Use)Jointly Owned AssetsYour AssetsPartners AssetsDigital AssetsJointly Owned AssetsYour AssetsPartners AssetsCarsJointly Owned AssetsYour AssetsPartners AssetsOtherJointly Owned AssetsYour AssetsPartners AssetsTotal Assets CalculationTotalJoint Assets Total£Your Assets Total£Partners Assets Total£Total Assets Combined (before liabilities)Net Estate Value£LiabilitiesMortgageJoint LiabilitiesYour LiabilitiesPartners LiabilitiesPersonal LoansJoint LiabilitiesYour LiabilitiesPartners LiabilitiesCredit CardsJoint LiabilitiesYour LiabilitiesPartners LiabilitiesFuneral Expenses - EstimateJoint LiabilitiesYour LiabilitiesPartners LiabilitiesOther debtsJoint LiabilitiesYour LiabilitiesPartners LiabilitiesTotal Liabilities CalculationTotalJoint Liabilities£Your Liabilities£Partners Liabilities£Total Liabilties Combined:Net Estate Value£Final CalculationYour Worth ( Assets minus Liabilities)Gross Estate Value£ Submit FormSave as Draft
