Personal Information Form - Streeter Law Group Page 4
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2
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4OTHER ASSETS NOT LISTED:
TYPE
YOU
CLIENT 2
JOINT
TOTAL
$
$
$
$
$
$
$
$
Total Value
$
$
$
$
LIABILITIES:
TYPE
YOU
CLIENT
JOINT
TOTAL
Mortgage
$
$
$
$
Loans Payable
$
$
$
$
Other
$
$
$
$
$
$
$
$
Total Value
BUSINESS INTEREST:
TYPE
YOU
CLIENT
JOINT
TOTAL
Farm
$
$
$
$
Partnership or LLC Interest
$
$
$
$
□
Corporation
S-Corp?
$
$
$
$
Other:
$
$
$
$
$
$
$
$
Total Value
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Parent category: Business