Estate Plan Information (Page 5 of 7) in pdf

Estate Plan Information Page 5

IV. ASSETS

For each asset (i) indicate the owner by using his or her initials or "J" if joint and (ii) supply approximate

value.

Tangible Personal Property (Household furniture, art, silver, jewelry, etc.): Describe property of unusual

nature or particular sentimental value.

Residential Real Estate: Give address and type of home, i.e. residence or vacation. Provide both market

value and balance due on mortgage(s). Attach copy of deed, if possible.

Rental or Business Real Estate: Give same information as for residential. Also, provide information about

rentals, marketability and income tax basis if available.

Bank and Money Market Accounts: Name of institution, average balance and owner of each account.

Stocks, Bonds, Treasury Notes and/or Bills, Mutual Funds, etc.: Describe and indicate ownership of each

holding, or give name of institution holding brokerage account.

Life Insurance: Specify company, type of coverage (term, whole life, universal), death benefit, cash value,

if any, name of insured, owner of policy (if other than insured) and beneficiary.

- 5 -

Estate Plan Information Page 5