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CURRENT ASSETS LIST
DATE: ____________________, 20____
I. Identification
First Name ____________________ Last Name ____________________
SSN: _____-____-_____
Residency: ____________________
Citizenship: ____________________
II. Personal Property & Assets
Motor Vehicles: _________________________________________________________
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Boats: ________________________________________________________________
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Stocks/Bonds: __________________________________________________________
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Retirement Accounts: ____________________________________________________
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Life Insurance Policies: ___________________________________________________
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Trademarks: ___________________________________________________________
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Copyrights/Patents: _____________________________________________________
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Household Inventory: ____________________________________________________
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III. Financials
Accounts (Bank Name, Account & Routing Numbers): __________________________
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IV. Real Estate
Property (Ownership): ____________________________________________________
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Property (Leasehold): ____________________________________________________
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Property (Other): ________________________________________________________
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V. Business Entities
Name, State of Incorporation & Ownership %: _________________________________
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VI. Other
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