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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)

  • Real Estate

    • Family Home

    • Vacation Home(s) and/or Land

    • Time Share

    • Real Estate for investment purposes

    • Rental Property(ies)

    • Gas or Oil Leases

    • Burial Plots

  • Cash

  • Deposit Accounts:

    • Checking

    • Savings

    • Money Market Accounts

    • Certificates of Deposit

    • Bank Accounts

    • Credit Union Accounts

    • Security Deposits

  • Investments:

    • Brokerage Accounts

    • Stock Certificates or Book Shares

    • Bonds

    • Margin Accounts

    • Mutual Funds

    • Annuities

    • Viaticals

  • Retirement Interests:

    • IRAs

    • 401(k)s

    • SEPs

    • Annuities

    • Keogh Accounts

    • Profit Sharing Accounts

    • Tax Deferred Accounts

    • Pensions

  • Business Interests:

    • Interest in a closely held corporation

    • Joint Ventures

    • Partnership Interests

    • Stocks and Interest in unincorporated business

  • Possible vested benefits from employment:

    • Pension death benefit

    • Payment of accrued vacation or sick leave

    • Deferred compensation

    • Bonuses

    • Commissions

  • Possible Refunds, such as a tax refund

  • Insurance Policies

    • Life Insurance

    • Accidental Death 

  • Capital Accumulation:

    • 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

    • Stock Options

    • Phantom Stock

    • Incentive Growth Funds

  • Money Owed to the Decedent

  • Loans given to private persons (Notes receivable)

  • Beneficial interest in an estate/trust

  • Intellectual Property:

    • Patents

    • Copyrights

    • Trademarks

    • Royalties

    • Other intellectual property

  • Personal 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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