Asset Information Sheet for Preparation of Last Will and Testament - DOC by pellcity27

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									        Asset Information Sheet for Preparation of Last Will and Testament

Name:        (Full Name of Person making Will):

             _____________________________________

             ______________________________________

Address:     (street address, city, state, zip code)

_______________________________________________

________________________________________________


Home Phone Number: ____________________

Work Phone Number: ____________________

(Name and Address of Bank):

____________________________________________

_____________________________________________

_____________________________________________

Checking: _________________________
Savings: ___________________________
Certificate of Deposit: __________________
Other: _____________________________

(Name and Address of Bank):

_______________________________________________

______________________________________________

________________________________________________

Checking: _________________________
Savings: ___________________________
Certificate of Deposit: ________________
Other: ______________________________

(Name and Address of Bank):
_______________________________________________

________________________________________________

________________________________________________

Checking: _________________________
Savings: ___________________________
Certificate of Deposit: ________________
Other: ____________________

Stock or Brokerage Account: _________________________________

Name and Address of Broker: _______________________________________________

                             ________________________________________________

                            _________________________________________________


Stock or Brokerage Account: _________________________________

Name and Address of Broker: _______________________________________________

                             ________________________________________________

                            _________________________________________________


Safe Deposit Number: __________________________________

Location: (Name and Address of Bank)

_______________________________________________

________________________________________________

_________________________________________________

Stock:       (Name; Stock Certificate Numbers; and Number of Shares)

(Name of Company): _____________________________________________

(Number of Shares) ___________________
(Stock Certificate Numbers) ______________________________________

_________________________________________________
(Location of Shares) _______________________________________________
_________________________________________________


Stock:      (Name; Stock Certificate Numbers; and Number of Shares)

(Name of Company): _____________________________________________

(Number of Shares) ___________________

(Stock Certificate Numbers) ______________________________________

_________________________________________________

(Location of Shares) _______________________________________________

_________________________________________________
Stock:      (Name; Stock Certificate Numbers; and Number of Shares)

(Name of Company): _____________________________________________
								
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