"*" indicates required fields
[Strictly Confidential]
REAL ESTATE: (fair market value, less loans)
SECURITIES: (stocks, bonds, mutual funds)
CASH TYPE ASSETS: (cash, annuities, notes due you)
BUSINESS INTERESTS: (sole proprietorship, partnerships, closely held corporation, etc.)
RETIREMENT PLANS: (IRA, 401k, etc. †)
VEHICLES: (autos, R.V., boat)
PERSONAL PROPERTY: (jewellery, furniture, antiques)
TOTAL:
* Use best guess; this can be a “ballpark” estimate.
Do not show benefits which will terminate at death (e.g., pension, social security, etc.).
Value of Life Insurance policies will be listed separately on the next page.
(do not include accidental death policies)
"Insured" will be "1" Spouse 1; "2" Spouse 2; or "S" survivor
"Owner" will be "C" community property; "1" Spouse 1or "2" Spouse 2
"Cash Value" use best estimate (term policies normally have no cash value)
"Face Value" is the amount payable at death
"Beneficiary" will be "H" husband; "W" wife; "C" child, "O" other
Call us at 623-294-2464 or contact us to schedule your consultation today.
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