Sawyer & Sawyer
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Step 1 of 6

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  • PERSONAL INFORMATION

  • Name most often used to title property and accounts
  • Other name used to title property and accounts
  • MM slash DD slash YYYY
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  • CHILDREN AND/OR OTHER FAMILY MEMBERS

  • Full Legal NameBirth DateRelationshipComments 
  • ADVISORS

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  • IMPORTANT FAMILY QUESTIONS

    Please check "Yes" or "No" for your answer
  • Are you (or your spouse) receiving Social Security, Disability, or other Governmental Benefits?
  • Are you (or your spouse) making payments pursuant to a divorce or property settlement order?
  • Max. file size: 128 MB.
  • If married have you and your spouse signed a pre- or post-marriage contract?
  • Max. file size: 128 MB.
  • Have you (or your spouse) been widowed? If a federal estate tax return or a state death tax return was filed, please furnish a copy.
  • Max. file size: 128 MB.
  • Have you (or your spouse) ever filed federal or state gift tax returns?
  • Max. file size: 128 MB.
  • Have you (or your spouse) completed previous will, trust, or estate planning?
  • Max. file size: 128 MB.
  • Do you support any charitable organizations now that you wish to make provisions for at the time of your death?
  • Are there any other charitable organizations you wish to make provisions for at the time of your death?
  • If married, have you lived in any of the following states while married to each other? Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin
  • Are you (or your spouse) currently the beneficiary of anyone else's trust?
  • Do any of your children have special educational, medical, or physical needs?
  • Do any of your children receive governmental support or benefits?
  • Do you provide primary or other major financial support to adult children or others?
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  • PROPERTY INFORMATION

  • General Headings

    This Property Information checklist 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.

    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

    How you own your property is extremely important for purposes of properly designing and implementing your estate plan. For each property please indicate how the property is titled. When doing so, please use the below abbreviations.

    OWNER OF PROPERTY USE
    If married, Husband’s name alone, with no other person H
    If married, Wife’s name alone, with no other person W
    If married, Joint Tenancy with spouse JTS
    Joint Tenancy with someone other than a spouse, i.e. a child, parent, etc. JTO
    If you cannot determine how the property is owned ?
  • REAL PROPERTY

  • General Description and/or AddressOwnerMarket Value $Loan Balance $ 
  • FURNITURE AND PERSONAL EFFECTS

    TYPE: List separately only major personal effects such as jewelry, collections, antiques, furs, and all other valuable non-business personal property (indicate type below and give a lump sum value for miscellaneous, less valuable items).
  • Miscellaneous Furniture and Household Effects (Total)OwnerMarket Value $ 
  • AUTOMOBILES, BOATS AND RVS

    TYPE: For each motor vehicle, boat, RV, etc. please list the following: Description, How Titled, Market Value and Encumbrance.
  • DescriptionHow TitledMarket ValueEncumbrance 
  • BANK & SAVINGS ACCOUNTS

    TYPE: Checking Account "CA", Savings Account "SA", Certificates of Deposit "CD", Money Market "MM" (indicate type below). DO NOT INCLUDE IRA'S OR 401(K)S HERE.
  • Name of Institution and account numberTypeOwnerAmount $ 
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  • General Headings

    This Property Information checklist 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.

    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

    How you own your property is extremely important for purposes of properly designing and implementing your estate plan. For each property please indicate how the property is titled. When doing so, please use the below abbreviations.

    OWNER OF PROPERTY USE
    If married, Husband’s name alone, with no other person H
    If married, Wife’s name alone, with no other person W
    If married, Joint Tenancy with spouse JTS
    Joint Tenancy with someone other than a spouse, i.e. a child, parent, etc. JTO
    If you cannot determine how the property is owned ?
  • STOCKS AND BONDS

    TYPE: List any and all stocks and bonds you own. If held in a brokerage account, lump them together under each account. (Indicate type below)
  • Stocks, Bonds or Investment AccountsTypeAccount NumberOwnerAmount $ 
  • LIFE INSURANCE POLICES AND ANNUITIES

    TYPE: Term, whole life, split dollar, group life, annuity. ADDITIONAL INFORMATION: Insurance company, type, face amount (death benefit), whose life is insured, who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.
  • RETIREMENT PLANS

    TYPE: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(k). ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.
  • BUSINESS INTERESTS

    TYPE: General and Limited Partnership, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests. ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, your ownership in the interests, and the estimated value of the interests.
  • MONEY OWED TO YOU

    TYPE: Mortgages or promissory notes payable to you, or other moneys owned to you.
  • Name of DebtorDate of NoteMaturity DateOwed toCurrent Balance $ 
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  • General Headings

    This Property Information checklist 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.

    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

    How you own your property is extremely important for purposes of properly designing and implementing your estate plan. For each property please indicate how the property is titled. When doing so, please use the below abbreviations.

    OWNER OF PROPERTY USE
    If married, Husband’s name alone, with no other person H
    If married, Wife’s name alone, with no other person W
    If married, Joint Tenancy with spouse JTS
    Joint Tenancy with someone other than a spouse, i.e. a child, parent, etc. JTO
    If you cannot determine how the property is owned ?
  • ANTICIPATED INHERITANCE, GIFT, OR LAWSUIT JUDGEMENT

    TYPE: Gifts or inheritances that you expect to receive at some time in the future; or moneys that you anticipate receiving through a judgement in a lawsuit.
  • OTHER ASSETS

    TYPE: Other property is any property that you have that does not fit into any listed category.
  • TypeOwnerValue 
  • SUMMARY OF VALUES

    *Joint Property values enter 1/2 in husband’s column and 1/2 in wife’s column.
  • Real PropertyHusbandWifeTotal Value $
  • Furniture and Personal EffectsHusbandWifeTotal Value $
  • Automobiles, Boats and RV'sHusbandWifeTotal Value $
  • Bank and Savings AccountsHusbandWifeTotal Value $
  • Stocks and BondsHusbandWifeTotal Value $
  • Life Insurance and AnnuitiesHusbandWifeTotal Value $
  • Retirement PlansHusbandWifeTotal Value $
  • Business InterestsHusbandWifeTotal Value $
  • Money owed to youHusbandWifeTotal Value $
  • Anticipated Inheritance, Etc.HusbandWifeTotal Value $
  • Other AssetsHusbandWifeTotal Value $
  • TOTAL ASSETSHUSBANDWIFETOTAL VALUE $
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With an office in Orlando, Florida, our attorneys at Sawyer & Sawyer, PA assist clients throughout the Central Florida area including all of Orange, Lake, Osceola, and Seminole Counties.

© 2023 Sawyer & Sawyer.

  • Home
  • About
    • Our Firm
    • Our Team
    • Testimonials
  • Practice Areas
    • Advanced Directive & Living Will
    • Young Adult Estate Planning
    • Durable Power of Attorney
    • Estate Planning
    • Estate Settlement
    • Guardianship
    • HIPAA Release
    • Living Trust 
    • Long Term Care Planning
    • Revocable Trust 
    • Sawyer Support
    • Supplemental Needs Planning
    • Trust Administration
    • Wills
    • Blog
  • For Clients
    • Client Forms
      • General Intake Form
      • Estate Planning Intake Form (Single)
      • Estate Planning Intake Form (Married)
      • Guardianship Intake Form
      • Medicaid Planning Intake Form
      • Estate Settlement Intake Form
    • Pay Bill
  • Pay Bill
    • General Payment
    • Trust Payment
  • Contact Us
  • Call Today: (407) 909-1900