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  |  New Jersey: 560 Sylvan Ave, Ste 3160, Englewood Cliffs, NJ 07632

Trust Asset Inventory

Please list all assets to be considered for inclusion in the trust. Provide approximate values where exact amounts are unknown.

Client Name
Date
I. Real Estate
Property Address Type Primary / Investment / Commercial Estimated Value Mortgage Balance Title Holder(s)
Total Estimated Real Estate Value: $
II. Bank Accounts
Bank Name Account Type Checking / Savings / CD Last 4 Digits Approximate Balance
Total Bank Accounts Value: $
III. Investment Accounts
Institution Account Type Brokerage / Mutual Fund / Stock / Bond Last 4 Digits Approximate Value
Total Investment Value: $
IV. Retirement Accounts
Institution Type 401(k) / IRA / Roth IRA / Other Approximate Value Current Beneficiary
Total Retirement Value: $
V. Life Insurance Policies
Insurance Company Policy Number Death Benefit Cash Value Current Beneficiary
Total Death Benefit: $
VI. Business Interests
Company Name Entity Type LLC / Corp / Partnership Ownership % Estimated Value
Total Business Value: $
VII. Vehicles
Year / Make / Model Last 4 of VIN Estimated Value Loan Balance
Total Vehicle Value: $
VIII. Other Valuable Assets

Jewelry, art, collectibles, precious metals, intellectual property, etc.

Description Type Jewelry / Art / Collectible / Other Estimated Value
Total Other Assets Value: $
Estimated Total Estate Value: $

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

Signature
Printed Name
Date
This form is for information gathering purposes only and does not constitute a legal document. All information will be kept strictly confidential.
iLEAD LAW GROUP / 艾利德律师事务所  •  (718) 939-9000  •  [email protected]