Perkins and Zayed, P.C.   Attorneys and Counselors at Law  
     
 
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ASSETS

HUSBAND

WIFE

JOINT

Your Name   
Real Estate-Home $
Real Estate-Other than home $
Real Estate-Other than home $
Business Interests (specify what type) $
CD/Money Markets $
Checking, savings, cash $
Government Bonds (EE, HH) $
Limited Partnerships $
Stocks $
Mutual Funds $
Retirement Plans (IRA, 401K, Profit Sharing) $
Annuities $
Life Insurance (Death benefit) $
Personal Property (Cars, furniture, etc.) $
Anticipated Inheritance, Gift, Etc. $
Notes Receivable $
Total Assets
 $

LIABILITIES

        
Real Estate Mortgages $
Loans Against Life Insurance $
Unpaid Taxes $
Loans Payable $
Credit Card Balances $
Total Liabilities
 $
NET ESTATE
 $
         
   
 

 

DISCLAIMER
Confidential Use - Administration Use Only. No obligation, and does not imply representation by Perkins & Zayed P.C.

1751 South Naperville Road Suite 203, Wheaton, IL 60189
Phone:  630-665-2300    Fax:  630-665-4343    Email: mperkins@att.net