Investment accounts for grandchildren: free download. On-line document store on 5y1.org

[DOC File]Investment Account Tracking
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Stocks held in a Street Account or Investment Account should be listed under “Investment Accounts”. If the Trustmaker is named as a co-owner on any stocks owned by someone else (i.e. parents, siblings, children, grandchildren, etc.) please indicate the name of the co-owner. Name of Stock Number of Shares Owner Fair Market Value
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[DOC File]Blank Client Personal Information Form
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Savings and Checking Accounts: Stocks/Bonds Household Furnishings Other Personal Assets 7. Death Benefits from Insurance. 8. Expected inheritance. 9. TOTAL VALUE OF ESTATE: (Add all of the above, including total real estate value) 10. Name of Bank(s) 11. Names of stocks, bonds and other investment…
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No (to continue with the investment accounts) The Summary screen will appear. Update 401(k) Holdings. We highly recommend that the historical cost basis information be entered for your 401(k) or 403(b) like the other investment accounts we have demonstrated. The process is the same as presented for the mutual fund and brokerage accounts.
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[DOC File]PESONAL INFORMATION
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Note: You can enter information for all your Children and Grandchildren directly in Account View - WealthVision under Organizer-Family and Friends Check box if data entered on WealthVision Organizer ... Primary and Contingent (second in line) beneficiaries for your Investment accounts, Brokerage accounts, Advisory accounts, Company Stocks and ...
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[DOC File]CONFIDENTIAL ESTATE PLANNING INTAKE FORM
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The Dean Law Firm, PLLCjulia@juliadeanlaw.com. Tel: 281-277-3326 Fax: 281-277-1534www.juliadeanlaw.com - 9 -
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[DOCX File]MARRIED COUPLES’S ESTATE PLANNING INFORMATION
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Are you named as a co-owner on any accounts owned by someone else (i.e. parents, siblings, grandchildren, etc.)? ( Yes ( No . 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. INVESTMENT ACCOUNTS ** For all accounts, please provide a COPY of a recent statement.**
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[DOC File]ESTATE INVENTORY FORM
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This form is helpful as we assist you in meeting your estate planning objectives. Please fill out as much as possible using estimated figures where information is not easily attainable, and leaving blanks for those questions which are inapplicable.
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Investment accounts for grandchildren