Part III: Your Estate - Assets & Debts
Instructions for completing the Property Information checklist:
General Headings: This Property Information checklist helps 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. If so, include it at the bottom of this section under additonal property. attach extra sheets of paper to list your additional property.
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 (i.e. individual, joint (include joint owner name) trust, LLC, corporation, other).