| Asset | Current Title | Funding Action | Responsible | Done |
|---|---|---|---|---|
| Residence — 214 Foxglove Lane Real Estate · $780,000 |
Joint tenancy w/ right of survivorship | Retitle owner to Whitaker Joint Revocable Trust | Attorney | ✓ |
| Vanguard Brokerage ••4471 Brokerage · $1,240,000 |
Individually owned | Retitle owner to Whitaker Joint Revocable Trust | Client | … |
| First National Checking ••0219 Bank Account · $85,000 |
Joint tenancy w/ right of survivorship | Passes by beneficiary designation | Client | ✓ |
| Whitaker Dental, LLC (60%) Business Interest · $950,000 |
Individually owned | Retitle owner to Whitaker Joint Revocable Trust | Attorney | |
| Fidelity Rollover IRA ••7730 Retirement · $640,000 |
Beneficiary designation | Passes by beneficiary designation | Client | … |
| Term Life — Northwestern ($1.5M) Life Insurance · $1,500,000 |
Beneficiary designation | Passes by beneficiary designation | Client | |
| Lake Cabin — Grand Lake Real Estate · $415,000 |
Individually owned | Leave as-is (passes via will) | Attorney |
Funding progress: 2 of 7 complete
29%