Matter

Barulich Dugoni & Suttmann Law Group Inc. Estate Administration Questionnaire

 

Client Contact Information

9/15/2019 ]

Address Information

Estate Admin Details

9/15/2019 ]
  

Heirs and Beneficiaries

First Name
Middle Name
Last Name
Birthdate
Relation to Decedent
Address
Phone
SSN
9/15/2019 ]

Professional Advisors

Accountant

Financial Advisor

Life Insurance Agent

Asset Information

Cash Accounts (Checking, Saving, Market Accounts, CDs)

Description
Asset type
Current Fair Market Value
How Title is Held

Investment Accounts (Stocks, Bonds, Mutual Funds)

Description
Asset type
Current Fair Market Value
How Title is Held

Retirement Accounts (IRAs, Pensions, 401k, etc.)

Description
Asset type
Current Fair Market Value
How Title is Held

Business Interests (Corporations, Partnerships, LLCs)

Description
Asset type
Current Fair Market Value
How Title is Held

Personal Property

Items that you feel are of substantial value, such as cars, boats, collectibles, jewelry and so on.
Description
Current Fair Market Value
How Title is Held

Promissory Notes

Description
Current Fair Market Value
How Title is Held
Hide Section - Real Estate

Real Estate

Property Address
Is Principal Residence
Current Fair Market Value
Mortgage Balance
How Title is Held
Hide Section - Life Insurance and Annuities

Life Insurance and Annuities

Company/Policy Number
Death Benefit
Person Insured
Policy Owner
Beneficiaries
Type of Policy (Term/Perm)
 
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