Siksay & Fraser Law Offices Will And Estate Planning Information Form

Siksay & Fraser Law Offices Will And Estate Planning Information Form - Spousal Page 3

ii) REAL ESTATE:

Address:_______________________________________________________________________

G Yes

G No

Principal Residence?

Names on Title:_________________________________________________________________

G Sole Owner

G Joint Tenants

G Tenants in Common

How is Title Held:

Encumbrances/Mortgages/Lines of Credit Registered on Title:____________________________

______________________________________________________________________________

Net Equity:____________________________________________________________________

Assessed Value:_________________________________________________________________

Acquisition Cost and Date:________________________________________________________

Location of Deed:_______________________________________________________________

G Yes

G No

Is This Property Rented to a Tenant?

Address:_______________________________________________________________________

G Yes

G No

Principal Residence?

Names on Title:_________________________________________________________________

G Sole Owner

G Joint Tenants

G Tenants in Common

How is Title Held:

Encumbrances/Mortgages/Lines of Credit:____________________________________________

______________________________________________________________________________

Equity:________________________________________________________________________

Assessed Value:_________________________________________________________________

Acquisition Cost and Date:________________________________________________________

Location of Deed:_______________________________________________________________

G Yes

G No

Is This Property Rented to a Tenant?

(If there are other properties, please check this box

and provide the same information for those other

properties on the reverse of this page.

Siksay & Fraser Law Offices Will And Estate Planning Information Form - Spousal Page 3