Families Change Guide to Separation & Divorce

2.15 - Activity: Net Worth Statement

ACTIVITY: Prepare a Net Worth Statement

Assets Value Joint Spouse/Partner 1 Spouse/Partner 2 Total
Personal
Bank accounts
Savings
LIfe Insurance (cash value)
Residence
Recreational property
Collectibles/valuables
Vehicles
Furniture
Investments and Retirement
Pension plans
Retirement plans
Stocks, bonds, mutual funds
Real estate
Business
Other investments
 
Total Assets (A)
 
Debts (D)
Credit cards
Taxes owed
Lines of credit
Investment loans
Personal mortgage
Automobile loans
Students loans
Other loans
 
Total Debts (D)
 
Net Worth = (A) - (D)
2.15 - Activity: Net Worth Statement