What Are Your Assets?
REAL ESTATE
Personal Residence
Description ____________________________________________________________
Location ________________________________________________________________
Market Value: $ _______________
How held and percent held? (Joint tenants, tenancy-in-common, etc?)
___________________/______ %
Value of your share ……………………………………………………………………. $_____________
Amount of mortgage or other debt ……………………………………………….. $_____________
Total Real Estate ………………………………………………………………………. $_____________
PERSONAL PROPERTY
Cash and Bank Accounts
Cash ……………………………………………………………………………………….. $_____________
Checking account ……………………………………………………………………… $_____________
Bank _________________________________________________________________
Address _______________________________________________________________
Account # _____________________________________________________________
Name(s) on account _____________________________________________________
Savings account ……………………………………………………………………….. $_____________
Bank _________________________________________________________________
Address _______________________________________________________________
Account # _____________________________________________________________
Name(s) on account _____________________________________________________
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