Real Property

Determining the ownership, value, and character of your assets is essential to your estate plan. The title “ownership” is important for tax and transfer matters. The “value” is needed to determine potential tax liability. The “character” is needed to assess the manner by which the asset can transfer.

INSTRUCTIONS FOR COMPLETING THE ASSET ASSESSMENT SECTION

GENERAL HEADING

This Asset Assessment section is designed to help you list all the property you own and what it is worth. If you do not own property under a particular heading, just leave that section blank. Under certain headings you may own more property than can be listed on this checklist. If so, use extra sheets of paper to list your additional property and bring them to our Planning Session.

TYPE

Immediately after the heading for each kind of property is a brief explanation of what property you should list under that heading.

“OWNER” OF PROPERTY

ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.

Real Property is interest in real estate including your family residence, vacation home, time share, vacant land, etc. The way your property is titled is extremely important for purposes of properly designing and implementing your estate plan. For each property please indicate how the property is titled.

Full Name

Email

Do You Need To Add Real Property Assets? *

Yes

No

How Many Real Property Assets?

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

Property #1 Details

General Description and/or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #2 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #3 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #4 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #5 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #6 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #7 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #8 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #9 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #10 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #11 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #12 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #13 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #14 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #15 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #16 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #17 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #18 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #19 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #20 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #21 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #22 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #23 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #24 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

Property #25 Details

General Description And/Or Address *

Title

If property is held in Joint Tenancy

If property is held as Tenants in Common

If you cannot determine how the property is owned

Unknown

Estimated Market Value *

$

Loan Balance *

$

By checking this box, I confirm I have no further Real Property Assets Information to Submit. *

Yes

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