Property and Debt Worksheet

Please try to answer every question that applies. If this is a divorce case, please list assets and debts known to you to be held by your spouse. If your case is not a divorce, please only list your own assets and debts. We will review all of this with you before we file with the court.

Name

First Name

Last Name

REAL ESTATE

List any and all interests held in real estate and include legal description and name of mortgagor.

MOTOR VEHICLES

Include all automobiles, boats, trailers, aircraft, recreational vehicles and campers, and give year, make, model, serial number and name of mortgagor.

BANK ACCOUNT

List all checking and savings accounts held either in your name alone or with another person. Include the name of the institution, the names on the account and the account number.

SECURITIES

List all stocks, bonds, receivables, and all other similar property in which you have an interest. Include the names in which the securities are held and include identification numbers, if any.

LIFE INSURANCE

List the kind of policy, name of issuing company, policy number, owner of policy, insured, beneficiaries, face value and cash surrender value, if any. Include all policies, including those furnished by your employer.

RETIREMENT, PENSION, AND PROFIT SHARING PLANS

List the number of plans in which you are enrolled or have an interest. Give names and addresses of plan administrators. Include present value of plan if known, and gross benefit payable at earliest retirement or maturity date. Is plan vested? If not, on what date will it vest? Attach employee information concerning the plan if available.

PARTNERSHIPS, LIMITED LIABILITY COMPANIES, SOLE PROPRIETORSHIPS

List the name of the partners and the percentage interest. Attach a copy of the partnership agreement or set forth its terms. List the assets and liabilities.

DIGITAL ASSETS

List all accounts such as Paypal, CashApp, Venmo, cryptocurrency accounts, and other digital wallets. Include account numbers if available. Include approximate balances.

BANK LOANS

Include name of person or persons who signed the loan agreement(s), and loan balance. This includes mortgage debt, auto debt, and any other similar loan debt.

CREDIT CARD AND RETAIL CHARGE ACCOUNTS

Include the name of the credit card, last four digits of account, individuals who are considered cardholders, and balance.

OTHER INDEBTEDNESS

Include the name of the person or company to whom the debt is owed, balance owed, and names of individuals who are obligated on debt. Include all tax debt and medical debt.