Estate Planning And Will Information Form Page 5
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7ASSETS
Homestead:
Address:_______________________________________________________________
Owners:_______________________________________________________________
Approximate Fair Market Value____________________________________________
Encumbrances:
Mortgage Holder:______________________ Amount Owing:_________________
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Mortgage:
______________________Amount Owing:_________________
Contract for Deed:_____________________ Amount Owing:_________________
Other Real Estate:
Address:_______________________________________________________________
Owners:_______________________________________________________________
Approximate Fair Market Value____________________________________________
Encumbrances:
Mortgage Holder:______________________ Amount Owing:_________________
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Mortgage:
______________________Amount Owing:_________________
Contract for Deed:_____________________ Amount Owing:_________________
Bank Accounts/Investments
Checking:
Account Owner:__________________________________________________
Name of Bank:___________________________________________________
Approximate Avg. Balance:_________________________________________
Checking:
Account Owner:__________________________________________________
Name of Bank:___________________________________________________
Approximate Avg. Balance:_________________________________________
Savings:
Account Owner:__________________________________________________
Name of Bank:___________________________________________________
Approximate Avg. Balance:_________________________________________
Savings:
Account Owner:__________________________________________________
Name of Bank:___________________________________________________
Approximate Avg. Balance:_________________________________________
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