Checklist of Assets Your Loved One Might Have Owned
Below is a sample list of potential assets to check into to find out what your deceased loved one may have owned:
Safety Deposit Box(es)
Vacation Home(s) and/or Land
Real Estate for investment purposes
Gas or Oil Leases
Money Market Accounts
Certificates of Deposit
Credit Union Accounts
Stock Certificates or Book Shares
Profit Sharing Accounts
Tax Deferred Accounts
Interest in a closely held corporation
Stocks and Interest in unincorporated business
Possible vested benefits from employment:
Pension death benefit
Payment of accrued vacation or sick leave
Possible Refunds, such as a tax refund
Deferred Salary Plan
Cash Bonus Plans
Deferred Profit Sharing Plans
Short-Term Deferred Income
Stock Bonus Plans
Stock Purchase Plans
Share Unit Plans
Stock Appreciation Rights
Incentive Growth Funds
Money Owed to the Decedent
Loans given to private persons (Notes receivable)
Beneficial interest in an estate/trust
Other intellectual property
Automobiles, trucks, motorcycles, campers and trailers, boats, planes, farming vehicles, snowmobiles, other recreational vehicles or other vehicles
Valuable equipment such as sporting equipment, restaurant equipment, tools, photographic equipment, or equipment related to other vocations and/or hobbies
Valuable musical instruments, artwork, heirlooms, jewelry, china, crystal, furs, antiques
Valuable Collections such as guns, art, wine, coins, stamps, books, etc.
Valuable animals such as pets and livestock
Furniture and furnishings
Possible Unclaimed Property held by the State, such as the Treasurer of the State of Illinois
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