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1025 Alameda De Las Pulgas #426
Belmont, CA, 94002
(650) 394-5299
Estate Planning | Wills | Trusts | Probate
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FINANCIAL ASSET INFORMATION
Family Name
*
Preferred family name? For example, DiFonzo, or DiFonzo-Hoeg
Do you own Real Property?
Yes - Please proceed
No - Skip this section
1. PRIMARY RESIDENCE
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Date of Acquisition
MM
DD
YYYY
Purchase Price
$
2. RENTAL PROPERTY
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Date of Acquisition
MM
DD
YYYY
Purchase Price
$
3. OTHER PROPERTIES:
Address, Date of Acquisition & Purchase Price
Notes & Questions for Attorney:
Thank you!
FINANCIAL ACCOUNTS
Family Name
*
Preferred family name? For example, DiFonzo, or DiFonzo-Hoeg
1. Financial Account Location
*
Bank of America, Chase, First American Bank, E*TRADE, U.S. Bank, Credit Unions, etc. (Please do NOT include account numbers.)
Type of Account(s)
Checking
Savings
Brokerage
Money Market
Other
Account Holder(s)
Client
Spouse
Jointly Held
Approximate Value
$
2. Financial Account Location
Bank of America, Chase, First American Bank, E*TRADE, U.S. Bank, Credit Unions, etc. (Please do NOT include account numbers.)
Type of Account(s)
Checking
Savings
Brokerage
Money Market
Other
Account Holder(s)
Client
Spouse
Jointly Held
Approximate Value
$
3. Financial Account Location
Bank of America, Chase, First American Bank, E*TRADE, U.S. Bank, Credit Unions, etc. (Please do NOT include account numbers.)
Type of Account(s)
Checking
Savings
Brokerage
Money Market
Other
Account Holder(s)
Client
Spouse
Jointly Held
Approximate Value
$
4. Financial Account Location
Bank of America, Chase, First American Bank, E*TRADE, U.S. Bank, Credit Unions, etc. (Please do NOT include account numbers.)
Type of Account(s)
Checking
Savings
Brokerage
Money Market
Other
Account Holder(s)
Client
Spouse
Jointly Held
Approximate Value
$
5. Additional Financial Accounts
Include Location, Type of Account, Account Holder, Approximate Value (Please do NOT include account numbers.)
Notes & Questions for Attorney:
Thank you!
RETIREMENT ACCOUNTS
Family Name
*
Preferred family name? For example, DiFonzo, or DiFonzo-Hoeg
CLIENT - Do you have Retirement Accounts?
Yes - Proceed with this section
No - Skip this section
1. Retirement Account Location
Bank of America, Chase, First American Bank, E*TRADE, U.S. Bank, Credit Unions, etc. (Please do NOT include account numbers.)
Type of Account(s)
401k
IRA
ROTH IRA
Other
Approximate Value
$
2. Retirement Account Location
Bank of America, Chase, First American Bank, E*TRADE, U.S. Bank, Credit Unions, etc. (Please do NOT include account numbers.)
Type of Account(s)
401k
IRA
ROTH IRA
Other
Approximate Value
$
3. Additional Retirement Accounts
Include Location, Type of Account, & Approximate Value
SPOUSE - Do you have Retirement Accounts?
Yes - Proceed with this section
No - Skip this section
1. Retirement Account Location
Bank of America, Chase, First American Bank, E*TRADE, U.S. Bank, Credit Unions, etc. (Please do NOT include account numbers.)
Type of Account(s)
401k
IRA
ROTH IRA
Other
Approximate Value
$
2. Retirement Account Location
Bank of America, Chase, First American Bank, E*TRADE, U.S. Bank, Credit Unions, etc. (Please do NOT include account numbers.)
Type of Account(s)
401k
IRA
ROTH IRA
Other
Approximate Value
$
3. Additional Retirement Accounts
Include Location, Type of Account, & Approximate Value
Notes & Questions for Attorney:
Thank you!
LIfe insurance
Do you hold Life Insurance policies?
Yes - Proceed with this section
No - Skip this section
1. Name of Insured
First Name
Last Name
Insurance Company
Acquired through Employer
Yes
No
Approximate Value
Dollar amount or % of Salary
Name of Beneficiary
First Name
Last Name
2. Name of Insured
First Name
Last Name
Insurance Company
Acquired through Employer
Yes
No
Approximate Value
Dollar amount or % of Salary
Name of Beneficiary
First Name
Last Name
3. Additional Life Insurance Policies
Include Insured, Company, Value, Beneficiary
Notes & Questions for Attorney:
Thank you!