Personal Financial Information
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1Personal Financial Information
Assets
Liabilities
A. Liquid Assets
Note: In all dollar amount fields, please enter
Real Estate Mortgages
enter numbers only; no spaces, commas, or symbols (e.g., enter $20,000 as 20000)
Cash in Banks
Address
Balance
Last Four of Account #
Account Name
Account Type
Balance
(Circle One)
$
$
Checking/Savings
$
Checking/Savings
$
$
Checking/Savings
$
Checking/Savings
Stocks, Mutual Funds, and Government Securities
$
Balance
Bank Name
Account Type & Account#
$
$
$
$
Loans / Notes/Accounts Payable
$
Cash Value of Life Insurance
$
IRA, 401K, and Retirement Funds, available for use
$
Federal or State Taxes Due
$
Total Liquid Assets
$
Other Liabilities (Including Credit Cards)
Balance
Item
B. Real Estate Owned (Including personal residence)
$
Address
Value
$
Address
Value
$
Address
Value
$
A. Total Liquid Assets
$
$
Total Real Estate Value
C. Non-Liquid Assets
$
Total Liabilities
Net Worth Computation
Notes, Accounts, and Mortgages Receivable
$
Other – Automobiles / Personal Property
Item
Value
Item
Value
Item
Value
Item
Value
$
Total Non-Liquid Assets
D. Net Value of Business Interests
Business
Value
Net Worth Calculation
Business
Value
$
Business
Total Assets
Value
Business
Value
$
Total Liabilities
Total Value of Business Interests
$
$
Net Worth
Total Assets
$
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Parent category: Legal