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

AMOUNT
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