{"id":3229,"date":"2026-02-15T05:54:51","date_gmt":"2026-02-15T13:54:51","guid":{"rendered":"https:\/\/trustcounsel.law\/?page_id=3229"},"modified":"2026-02-15T06:50:47","modified_gmt":"2026-02-15T14:50:47","slug":"ep-financial-assets-copy","status":"publish","type":"page","link":"https:\/\/trustcounsel.law\/ja\/ep-financial-assets-copy\/","title":{"rendered":"Copy of EP Financial Assets"},"content":{"rendered":"\n\n\t<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n    <meta charset=\"UTF-8\"\/>\n    <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\"\/>\n    <title>Estate Planning Financial Assets Form<\/title>\n    <!-- Theme palettes -->\n    <style>\n        body.light-theme {\n            --color-cream-50: rgba(252, 252, 249, 1);\n            --color-cream-100: rgba(255, 255, 253, 1);\n            --color-slate-900: rgba(19, 52, 59, 1);\n            --color-slate-500: rgba(98, 108, 113, 1);\n            --color-teal-500: rgba(33, 128, 141, 1);\n            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<\/button>\n        <h1>Estate Planning Financial Assets Form<\/h1>\n        <p>Please complete all sections to the best of your knowledge. You may add additional items as needed.<\/p>\n                <label>Client Name:<\/label>\n                <input type=\"text\" id=\"clientName\" placeholder=\"Full Name\"\/>\n                <label>Spouse\/Partner Name:<\/label>\n                <input type=\"text\" id=\"spouseName\" placeholder=\"Full Name\"\/>\n                <label>Email:<\/label>\n                <input type=\"email\" id=\"email\" placeholder=\"email@example.com\"\/>\n                <label>Phone:<\/label>\n                <input type=\"tel\" id=\"phone\" placeholder=\"(555) 555-5555\"\/>\n                <label>Date:<\/label>\n                <input type=\"date\" id=\"date\"\/>\n        <!-- Bank Accounts Section -->\n                <h2>Bank Accounts<\/h2>\n                <button onclick=\"addBankAccount()\">+ Add Account<\/button>\n        <!-- Investment Accounts Section -->\n                <h2>Investment &#038; Brokerage Accounts<\/h2>\n                <button onclick=\"addInvestmentAccount()\">+ Add Account<\/button>\n        <!-- Retirement Accounts Section -->\n                <h2>Retirement Accounts<\/h2>\n                <button onclick=\"addRetirementAccount()\">+ Add Account<\/button>\n        <!-- Real Estate Section -->\n                <h2>Real Estate<\/h2>\n                <button onclick=\"addRealEstate()\">+ Add Property<\/button>\n        <!-- Life Insurance Section -->\n                <h2>Life Insurance &#038; Annuities<\/h2>\n                <button onclick=\"addLifeInsurance()\">+ Add Policy<\/button>\n        <!-- Business Interests Section -->\n                <h2>Business Interests<\/h2>\n                <button onclick=\"addBusinessInterest()\">+ Add Business<\/button>\n        <!-- Personal Property Section -->\n                <h2>Personal Property &#038; Valuables<\/h2>\n                <button onclick=\"addPersonalProperty()\">+ Add Item<\/button>\n        <!-- Digital Assets Section -->\n                <h2>Digital Assets &#038; Cryptocurrency<\/h2>\n                <button onclick=\"addDigitalAsset()\">+ Add Asset<\/button>\n        <!-- Other Assets Section -->\n                <h2>Other Assets<\/h2>\n                <button onclick=\"addOtherAsset()\">+ Add Asset<\/button>\n        <!-- Liabilities Section -->\n                <h2>Liabilities &#038; Debts<\/h2>\n                <button onclick=\"addLiability()\">+ Add Liability<\/button>\n        <!-- Total Summary -->\n                    Total Assets\n                    $0.00\n                    Total Liabilities\n                    $0.00\n                    Net Estate Value\n                    $0.00\n        <!-- Action Buttons -->\n            <button onclick=\"exportToExcel()\">Export to Excel<\/button>\n            <button onclick=\"exportToPDF()\">Export to PDF<\/button>\n            <button onclick=\"calculateTotals()\">Calculate Totals<\/button>\n    <!-- Libraries -->\n<\/body>\n<\/html>\n\n","protected":false},"excerpt":{"rendered":"<p>Estate Planning Financial Assets Form Toggle light \/ dark Estate Planning Financial Assets Form Please complete all sections to the best of your knowledge. You may add additional items as needed. Client Name: Spouse\/Partner Name: Email: Phone: Date: Bank Accounts + Add Account Investment &#038; Brokerage Accounts + Add Account Retirement Accounts + Add Account &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Copy of EP Financial Assets\" class=\"read-more button\" href=\"https:\/\/trustcounsel.law\/ja\/ep-financial-assets-copy\/#more-3229\" aria-label=\"Copy of EP Financial Assets \u306b\u3064\u3044\u3066\u3055\u3089\u306b\u8aad\u3080\">\u3082\u3063\u3068\u8aad\u3080<\/a><\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"wpai_generated_summary":"","wpai_meta_description":"","footnotes":""},"class_list":["post-3229","page","type-page","status-publish"],"acf":[],"acpt":null,"_links":{"self":[{"href":"https:\/\/trustcounsel.law\/ja\/wp-json\/wp\/v2\/pages\/3229","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trustcounsel.law\/ja\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/trustcounsel.law\/ja\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/trustcounsel.law\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/trustcounsel.law\/ja\/wp-json\/wp\/v2\/comments?post=3229"}],"version-history":[{"count":8,"href":"https:\/\/trustcounsel.law\/ja\/wp-json\/wp\/v2\/pages\/3229\/revisions"}],"predecessor-version":[{"id":3238,"href":"https:\/\/trustcounsel.law\/ja\/wp-json\/wp\/v2\/pages\/3229\/revisions\/3238"}],"wp:attachment":[{"href":"https:\/\/trustcounsel.law\/ja\/wp-json\/wp\/v2\/media?parent=3229"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}