For each item of community or separate property listed below, indicate description, date of acquisition, present location, source and nature or consideration, purchase price, current fair market value, and encumbrances.
1. Client's Separate Property:
2. Spouse's Separate Property:
3. Community Property:
Cash:
Money in Checking Account:
Name of Bank:
Credit Union:
Name of Credit Union:
Real Estate:
Location (1):
Location (2):
Liens:
Liens:
Automobiles:
Year:
Make:
Fair Market Value:
Obligation:
Year:
Make:
Fair Market Value:
Obligation:
Year:
Make:
Fair Market Value:
Obligation:
Money in Savings Account:
Furniture/Furnishing:
Value:
Encumbrances:
Jewelry & Furs:
Insurance Policies: (For each policy list Name of Insured, Beneficiary, Face Amount, Type, Cash Value, Source of Payment of Premiums).
(1):
(2):
(3):
Profit Sharing and/or Retirement Plan:
Client:
Spouse:
Stocks & Bonds:
Business Interests:
Income Tax Returns for past years:
Do you have copies?
All Other Property:
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