iLEAD LAW GROUP
艾利德律师事务所
(718) 939-9000 [email protected]
Manhattan: 99 Park Ave, Ste 830, New York, NY 10016  |  Queens: 136-20 38th Ave, Ste 9J, Flushing, NY 11354  |  NJ: 560 Sylvan Ave, Ste 3160, Englewood Cliffs, NJ 07632
Personal Property Inventory
Please list all assets and liabilities as completely as possible. Use additional pages if needed.
Client Name:
Date:
I. Real Property
Property Address Type Purchase Date Purchase Price Current Value Mortgage Bal. Title Held By
 
 
 
II. Financial Assets
A. Bank Accounts
Bank / Institution Account Type Account # (last 4) Balance Owner(s)
 
 
 
B. Investment Accounts
Brokerage / Firm Account Type Account # (last 4) Value Beneficiary
 
 
 
C. Retirement Accounts
Institution Type (401k/IRA/etc.) Account # (last 4) Value Beneficiary Owner
 
 
 
III. Insurance
A. Life Insurance
Company Policy # Type Face Value Cash Value Insured Beneficiary
 
 
B. Other Insurance (Health, Disability, Long-Term Care)
Company Type Policy # Premium Insured
 
 
IV. Personal Property
A. Vehicles
Year / Make / Model VIN (last 6) Value Loan Balance Title Holder
 
 
B. Jewelry, Art & Collectibles
Description Appraised Value Date of Appraisal Location
 
 
 
C. Other Valuable Personal Property
Description Estimated Value Location
 
 
V. Business Interests
Company Name Entity Type % Ownership Est. Value Your Role Co-Owners
 
 
VI. Liabilities
A. Mortgages
Lender Property Address Balance Rate Monthly Pmt Payoff Date
 
 
B. Auto Loans
Lender Vehicle Balance Monthly Pmt Payoff Date
 
 
C. Credit Cards
Card Issuer Card # (last 4) Balance Interest Rate Card Holder
 
 
D. Other Loans & Liabilities
Creditor Type Balance Monthly Pmt Borrower
 
 
VII. Net Worth Summary
Total Assets: $
Total Liabilities: $
Estimated Net Worth: $

I certify that the information provided above is true and accurate to the best of my knowledge.

Signature
Printed Name
Date
CONFIDENTIALITY NOTICE: This form contains privileged and confidential information intended solely for the use of iLEAD LAW GROUP. Completion of this form does not create an attorney-client relationship. This form is for informational purposes only and does not constitute legal advice. Please bring this completed form to your consultation appointment.