1025 Alameda De Las Pulgas #426

Belmont, CA, 94002

(650) 394-5299

Estate Planning | Wills | Trusts | Probate

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additional asset inquiries

Family Name

Preferred family name? For example, DiFonzo, or DiFonzo-Hoeg

1. Vehicle - Automobile, Truck, Motorcycle

Model/Year

Title Holder

First Name

Last Name

Approximate Value

$

2. Vehicle - Automobile, Truck, Motorcycle

Model/Year

Title Holder

First Name

Last Name

Approximate Value

$

3. Additional Vehicles including Recreational Vehicles

Model/Year, Title Holder, Approx. Value

BENEFICIARY - Are you currently beneficiary of a trust receiving distributions?

Yes

No

PROMISSORY NOTES

For each promissory note in which you have an ownership interest, list the name of the payer, the name(s) of the payee(s), and the current outstanding balance.

OTHER ASSETS

Please list any asset you own that has not been listed above, for example safe deposit box, interest in lawsuit, copyright, patent or mineral rights. Describe each asset and state its current value.

Notes & Questions for Attorney: