Using the Fee Calculator

When calculating the "current" values, use the balance as of the date that you are filling out this form.

Enter values as whole numbers without dollar signs or cents. (example 100,000)

Fee Calculator

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This field is for validation purposes and should be left unchanged.
1) Real Property net value (Fair Market Value - note balance or balances = net value)
Common Address 1
Common Address 1
Address 1 Value
Current Value
Common Address 2
Common Address 2
Address 2 Value
Current Value
Common Address 3
Common Address 3
Address 3 Value
Curent Value
Total Real Property
2) Cash and Accounts with Financial Institutions BalancesAdd a Contact For
Institution 1
Name of Institution 1
Account Name 1
Account Name 1
Account 1 Value
Current Balance
Institution 2
Name of Institution 2
Account Name 2
Account Name 2
Account 2 Value
Current Balance
Institution 3
Name of Institution 3
Account Name 3
Account Name 3
Account 3 Value
Current Balance
Institution 4
Name of Institution 4
Account Name 4
Account Name 4
Account 4 Value
Current Balance
Institution 5
Name of Institution 5
Account Name 5
Account Name 5
Account 5 Value
Current Balance
Institution 6
Name of Institution 6
Account Name 6
Account Name 6
Account 6 Value
Current Balance
Institution 7
Name of Institution 7
Account Name 7
Account Name 7
Account 7 Value
Current Balance
Institution 8
Name of Institution 8
Account Name 8
Account Name 8
Account 8 Value
Current Balance
Total Cash Accounts
3) Motor Vehicles, Boats, Airplanes, Cycles, etc. net value (Fair Market Value - note balance = net value)
Make and Model 1
Make and Model 1
Vehicle Value 1
Current Net Value
Make and Model 2
Make and Model 2
Vehicle Value 2
Current Net Value
Make and Model 3
Make and Model 3
Vehicle Value 3
Current Net Value
Vehicle Total
4) Retirement Benefits/IRA/SEP (defined contribution plan or defined benefit plan)
Retirement Account 1
Name of Account 1
Retirement Value 1
Current Value of Account
Retirement Account 2
Name of Account 2
Retirement Value 2
Current Value of Account
Retirement Account 3
Name of Account 3
Retirement Value 3
Current Value of Account
Retirement Total
5) Insurance and Annuities
Insurance Account 1
Company Name of Insurer 1
Insurance Value 1
Current Cash Value
Insurance Account 2
Company Name of Insurer 2
Insurance Value 2
Current Cash Value
Insurance Account 3
Company Name of Insurer 3
Insurance Value 3
Current Cash Value
Insurance Total
6) Brokerage/Mutual Fund Accounts
Name of Company 1
Name of Company 1
Current Balance 1
Current Balance
Name of Company 2
Name of Company 2
Current Balance 2
Current Balance
Name of Company 3
Name of Company 3
Current Balance 3
Current Balance
Brokerage Total
7) Stocks, Bonds, & other Securities
Name of Issuer 1
Name of Issuer 1
Current Balance 1
Current Balance
Name of Issuer 2
Name of Issuer 2
Current Balance 2
Current Balance
Name of Issuer 3
Name of Issuer 3
Current Balance 3
Current Balance
Stocks Total
8) Closely Held Business
Name of Business 1
Name of Business 1
Current Business Value 1
Current Business Value
Name of Business 2
Name of Business 2
Current Business Value 2
Current Business Value
Name of Business 3
Name of Business 3
Current Business Value 3
Current Business Value
Business Total
9) Unsecured Debt
Name of Debt Holder 1
Name of Debt Holder 1
Current Liability Amount 1
Current Liability Amount
Name of Debt Holder 2
Name of Debt Holder 2
Current Liability Amount 2
Current Liability Amount
Name of Debt Holder 3
Name of Debt Holder 3
Current Liability Amount 3
Current Liability Amount
Name of Debt Holder 4
Name of Debt Holder 4
Current Liability Amount 4
Current Liability Amount
Unsecured Debt Total
Total Assets
Total Assets
Estimated Fee: $0
Estimated Fee: $150
Estimated Fee: $900
Estimated Fee: $1,500

Using the Fee Calculator

Fee Calculator

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