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Net Worth Calculator
Net Worth Calculator
Cash / Bank Accounts
Institution:
Name on Account:
Amount ($):
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Total Cash / Bank Accounts:
Marketable Securities and Other Assets
Institution:
Name on Account:
Type:
Stocks
Bonds
RRSP
TFSA
Jewelry
Metals
Others
Market Value ($):
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Total Marketable Securities and Other Assets:
Account and Loan Receivables
Name of Debtor:
Payment Amount ($):
Maturity Date:
Total Amount ($):
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Total Loan Receivables:
Automobiles
Make/Model:
Year:
Market Value ($):
Loan Outstanding ($):
Equity ($):
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Total Automobile Equity:
Business Holdings
Business Name:
Value ($):
Percentage Owned (%):
Total Amount ($):
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Total Business Holdings:
Other Credit or Liabilities (Excluding Mortgages)
Name of Lender:
Type:
Maturity Date:
Amount Authorized ($):
Amount Drawn ($):
Amount Available ($):
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Total Other Liabilities:
Real Estate Holdings
Property Name and Address:
Lender:
Register Owner:
Asset Class:
Residence
Apartment
Vacation
Retail
Commercial
Office
Industrial
Mixed
Land
% Owned:
Market Value ($):
Mortgage / Liability ($):
Loan to Value (%):
Total Equity ($):
Ownership Equity ($):
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Total Real Estate Equity:
Insurance
Policy Owner:
Institution:
Policy Number:
Beneficiary:
Face Value:
Cash Value ($):
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Total Insurances:
Total Real Estate Equity:
Total Cash:
Total Assets:
Total Receivables:
Total Equity:
Total Business Holdings:
Total Liabilities:
Total Insurance:
Net Worth:
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