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, 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. When doing so, please use the following abbreviations:
Owner of Property
|If married, Client’s name alone, with no other person||C|
|If married, Spouse’s name alone, with no other person||S|
|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||?|