Statement of Assets and Liabilities Presentation

# Statement of Assets and Liabilities

Help me create a comprehensive and clearly formatted Statement of Assets and Liabilities (Net Worth Statement) for [ENTITY_TYPE] (individual/household, small business, estate planning).

## Context
- **Purpose:** [PURPOSE] (e.g., loan application, estate planning, investor due diligence, personal financial planning, divorce proceedings)
- **Date of statement:** [DATE]
- **Prepared by:** [NAME]

## Statement Format

### Section A: Assets
Create a properly formatted assets table:

**Liquid Assets**
| Asset | Institution | Account # (last 4) | Current Value |
|-------|-------------|-------------------|---------------|
| Checking accounts | | | |
| Savings accounts | | | |
| Money market/CDs | | | |
| Cash on hand | | | |

**Investment Assets**
| Asset | Institution | Current Value | Notes |
|-------|-------------|---------------|-------|
| Stocks/ETFs/Mutual Funds | | | |
| Retirement accounts (401k, IRA) | | | |
| Cryptocurrency | | | |

**Real Estate & Physical Assets**
Include: real property (estimated market value), vehicles, business interests, life insurance (cash value), and personal property (jewelry, art, collectibles).

### Section B: Liabilities
Organized table of all debts: mortgage(s), auto loans, student loans, credit card balances, personal loans, business debts, tax liabilities, other obligations.

### Section C: Net Worth Calculation
Total Assets − Total Liabilities = Net Worth

### Section D: Supporting Notes
Explain valuation methodology for non-liquid assets, any contingent liabilities, and assets held jointly.

### Presentation Tips
For [PURPOSE], describe how to present this statement professionally and what supporting documents to attach.