Print and complete. Please bring to your appointment, along with financial statement or last tax return. My Income for last year: $ _____________
Income of spouse/partner: $ _____________ Valuation and Title for Updating Estate Plan-estimates are fine | Asset | Joint | Your trust Owns Alone | Your Spouse’s/ partner’s trust Owns Alone | Liabilities | Atty use | Residence | $ | $ | $ | $ | | Other Real Estate | | | | | | Other residences, commercial property, raw land | | | | | | Household Furnishings | | | | | | Personal effects, like jewelry & collectibles Doll house, art | | | | | | Motor vehicle | | | | | | Motor vehicle | | | | | | Bank #1/Checking-Savings-CD, etc | | | | | | Bank #2/Checking-Savings-CD, etc | | | | | | Non-Retirement Brokerage Act | | | | | | Non-Retirement Brokerage Act | | | | | | Direct Investments or DivReinvestment Plans | | | | | | Retirement Plans | | | | | | Retirement Plans | | | | | | Retirement Plans | | | | | | Life Insurance | | | | | | Life Insurance | | | | | | Life Insurance | | | | | | Equity or stock | | | | | | LLP interests | | | | | | Anticipated Inheritances | | | | | | Other assets? | | | | | | | | | | | | Total Assets | $ | $ | $ | $ | $ | |
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| December 2010 |
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