USE FULL LEGAL NAME.USE "JT" IF BOTH SPOUSES ARE THE PARENTS ,"H" IF HUSBAND IS THE PARENT,"S" IF A SINGLE PARENT
Owner of Property
If married, Husband’s name alone, with no other person
If married, Wife’s name alone, with no other person
If married, Joint Tenancy with spouse
Joint Tenancy with someone other than a spouse, i.e. a child, parent, etc.
If you cannot determine how the property is owned
TYPE: Any interest in real estate including your family residence, vacation home, timeshare, vacant land, etc. Do you have a transfer of death on the properties?
TYPE: Checking Account "CA", Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below). Do not include IRAs or 401(k)s here
Note: If Account is in your name (or your spouse’s name) for the benefit of a minor, please specify and give minor’s name.
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)
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.
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.
TYPE: General and Limited Partnerships, 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.
TYPE: Mortgages or promissory notes payable to you, or other moneys owed to you.
TYPE: Gifts or inheritances that you expect to receive at some time in the future; or moneys that you anticipate receiving through a judgment in a lawsuit. Describe in appropriate detail.
* Joint Property values enter 1/2 in husband’s column and 1/2 in wife’s column.
After your death, who do you want carrying out your instructions, for distribution to and, if desired, management of property for your beneficiaries?
REMOTE CONTINGENT BENEFICIARY: Who do you want to receive your property in the remote event that no one listed above is alive to receive your property. Determining the remote contingent beneficiary is not so important that it should cause you to delay completion of your entire estate plan. It can always be changed at a later date.