How to use this tool
There are no on-screen data fields. Add blank rows if needed, then print and check or annotate broad categories by hand. Do not add personal identifiers, exact asset descriptions, financial values, or contact information.
Keep the finished pages with your other important papers. If you want a sense of which topics may apply before you write, try which questions apply. You may bring questions to a meeting without bringing the worksheet.
This worksheet has no on-screen inputs, sends no worksheet data and saves nothing. Printing is handled by your device; protect any paper copy yourself.
| Asset category | Country or state only | Ownership type (individual/joint/trust/entity) | Beneficiary designation present? (yes/no/unknown) | Paperwork located? (yes/no/unknown) | Adviser role needed (not a name) | Question to discuss (no identifying details) |
|---|---|---|---|---|---|---|
| New York real estateMark whether this category applies. Record New York as the location and only the ownership type; no address or owner names. | ||||||
| Real estate in another countryRecord only the country, general property type and ownership category; do not add a street address. | ||||||
| Bank accountsMark whether accounts exist in each country. Do not add bank names, account numbers or balances. | ||||||
| Investments and brokerage accountsMark the country and whether a beneficiary designation is present, absent or unknown; no institution or beneficiary names. | ||||||
| Retirement accountsMark the country and whether a beneficiary designation needs review; no account details or names. | ||||||
| Life insuranceMark the ownership type and whether beneficiary designations need review; no policy or personal identifiers. | ||||||
| Business or company interestsMark the formation country and role category, such as owner or shareholder; do not add company or personal names. | ||||||
| Tangible property with a clear locationMark only the broad category and country; no specific description, storage address or value. | ||||||
| Vehicles or other registered itemsMark the country or state of registration and whether title paperwork is located; no registration identifiers. | ||||||
| Digital propertyMark the general category only. Do not write usernames, email addresses, passwords, private keys or seed phrases. | ||||||
| TrustsMark only whether this category applies, the relevant country and whether an agreement is located; no trust or person names. | ||||||
| Other, including money owed to youMark a broad category only, such as loan or safe-deposit arrangement; no identifying or financial details. |
Before you print
- Print this page and write by hand. There is nothing to fill in on the screen.
- Do not email the finished worksheet or place it in a shared chat. Keep it with your other important papers.
- Do not include values or identifying details. This is a category map, not a detailed financial schedule.
- You may note the currency an account uses. This worksheet does not add figures or compute tax.
This is education, not legal advice or tax advice. We practice New York law only, so please coordinate with counsel abroad and with your tax adviser or accountant on tax filings and on the law of any other place.
Talk through your next step
When you are ready to talk about what you wrote down, call (212) 518-3868 or request a Free Consultation.