Personal asset list form

• [DOC File]Client Asset Information

  https://info.5y1.org/personal-asset-list-form_1_257cf7.html

  If you have multiple accounts, please file Form PD5178 to consolidate these accounts prior to transferring to your Revocable Trust. ... Personal Property: Please list all valuable art, jewelry, furniture, …

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• [DOC File]Blank Client Personal Information Form

  https://info.5y1.org/personal-asset-list-form_1_0fe929.html

  If an asset is owned in co-ownership with someone other than a spouse, the full value of that asset should be reported under that person’s column. Title: Blank Client Personal Information Form Author: …

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• [DOC File]Client Personal Asset Information Sheet

  https://info.5y1.org/personal-asset-list-form_1_85a592.html

  Client Personal Asset Information Sheet. The information that you are listing on this form will remain strictly confidential and will be used by us only for the purpose of planning your estate and drafting …

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• [DOC File]LISTING INSTRUCTIONS FOR PERSONAL PROPERTY

  https://info.5y1.org/personal-asset-list-form_1_a7d0da.html

  Report all equipment being leased by you as of January 1st. Include a description of the equipment, the lessor’s name, complete mailing address, lease and/or asset number(s), start date and full price of equipment leased on the back side of the listing form. PLEASE ATTACH A COPY OF YOUR MOST CURRENT DEPRECIATION SCHEDULE OR ASSET LIST

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