Ownership and beneficiary inventory

Outcome

A list of asset categories with owner, liability, evidence and expected event route.

Format: working map. Complete it on the page or print it. Answers are not sent to VB Structuren.

Working version

Complete without personal details

Do not enter account numbers, addresses, exact values or document copies. Use categories and an evidence status.

Local only: your selections exist only in this page's memory and disappear when it is refreshed.

Discussed0 of 4not a score or legal status

Map cells0 of 24marked for a next step

Area	Owner / share	Debt or claim	Evidence	Event route
Home and other real estateTitle, mortgage, country	Home and other real estate · Owner / share	Home and other real estate · Debt or claim	Home and other real estate · Evidence	Home and other real estate · Event route
Banks and investmentsPersonal, joint or held through a structure	Banks and investments · Owner / share	Banks and investments · Debt or claim	Banks and investments · Evidence	Banks and investments · Event route
Holding / operating BVShares, not the company’s assets	Holding / operating BV · Owner / share	Holding / operating BV · Debt or claim	Holding / operating BV · Evidence	Holding / operating BV · Event route
Insurance and pensionCurrent beneficiary	Insurance and pension · Owner / share	Insurance and pension · Debt or claim	Insurance and pension · Evidence	Insurance and pension · Event route
Family loans and claimsWho is the creditor, and where is the evidence?	Family loans and claims · Owner / share	Family loans and claims · Debt or claim	Family loans and claims · Evidence	Family loans and claims · Event route
Foreign assetsSitus, custodian and local route	Foreign assets · Owner / share	Foreign assets · Debt or claim	Foreign assets · Evidence	Foreign assets · Event route

01Quality check

Each row should distinguish family knowledge from a proven fact.

the legal owner and, if different, the economic owner are statedmortgage, security, family loan or compensation claim is notedthe document has been found or the next-action owner is nameda contractual beneficiary is not confused with an heir

What a mark means

Only that the question has been noticed or discussed. ‘No explicit gap identified from the answers’ does not mean that a document, authority or procedure has been confirmed.

Connect it to the system

A working map identifies the question. Review confirms the facts and route.

Read the chapter context first. If the decision affects the family, documents or a material asset, move the question into the relevant service route.