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Statement of Assets for Basic Estate Planning Example
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Text in this example:
BANK ACCOUNTS LIFE INSURANCE Name of Bank or Financial Institution: Type of Policy: Account Number: Policy Number: Type of Account: Insurance Agent: Name of Owner: Location of Insurance Policy: Title of Property Title of Property Approximate Market Value Approximate Market Value Approximate Current Value Approximate Current Value Description: Description: AUTOMOBILES REAL ESTATE Make, Model, Year: Location of Real Estate: Loan Amount: How is it Owned?: Load Holder and Holder's Address: Date Purchased: Location of Title: Tax Assessment Value: Title of Property Title of Property Approximate Market Value Approximate Market Value Approximate Current Value Approximate Current Value Description: Description: STOCK AND BONDS TITLED ASSETS Investment Broker: Location of Asset: Type of Asset: Name of Owner: Account, Certificate, or Serial Number: Location of Title of Asset: Maturity Date: Title of Property Title of Property Purchase Price of Asset: Approximate Market Value Approximate Market Value Approximate Current Value Approximate Current Value Description: Description: PROFESSIONAL/BUSINESS OTHER Type of Business: Type and Amount of Ownership: Business Contacts: Share of Ownership Business: Title of Property Title of Property Approximate Market Value Approximate Market Value Approximate Current Value Approximate Current Value Description: Description: Full Legal Name: Address: Telephone Number: State of Domicile: Home of Record: Date of Birth: Place of Birth: Social Security Number: STATEMENT OF ASSETS