Knowing what assets make up your estate helps us advise you. USE THE "+" BUTTON TO THE RIGHT OF EACH LINE FOR ADDITIONAL ENTRIES. Name* Prefix Mr.Mrs.MissMs.Dr.Prof.Rev. First Middle Last Suffix Email*Please use the email you have on file with LayRoots. It allows the form answers to be stored in your account. Type of Assets OwnedCheck all that apply Real Estate Securities (stocks, bonds, mutual funds) Cash Type Assets (cash, annuities, notes due you) Business Interests (sole proprietorship, LLC, partnerships, closely held corporations, etc.) Retirement Plans (IRA, 401k, etc.) Vehicles (autos, R.V., boat) Insurance Policies on Persons / Property Money Owed to You Information about Real EstateHome, rental property, time share, vacant land, etc.General Description and/or Property AddressCurrent Owner/sFair Market ValueLoan Balance (if any) Securities AssetsType: List any and all stocks and bonds you own. If held in a brokerage account, lump them together under each account. (indicate type below)Account Custodian (Stocks, Bonds, or Investment Accounts)Asset TypeCurrent Owner/sAsset Value Cash Type AssetsType: Checking Account "CA", Savings Account "SA", Certificates of Deposit "CD", Money Market "MM", Cryptocurrency "CC" (indicate type below) Do not include IRAs or 401(k)s here.Name of Account CustodianAsset TypeCurrent Owner/sAsset Value Business InterestsGeneral and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests. Additional Information: Give a description of the interests.Business NameBusiness Structure (LLC, S-Corp, etc.)Current Owner/sAsset ValueDescription Retirement PlansType: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(k). Additional Information: please add any other pertinent information.Account CustodianAsset TypeCurrent Owner / BeneficiariesAsset ValueAdditional Info Vehicles / Boats / RVs / AirplanesAsset TypeMake / ModelCurrent OwnerEstimated Value Insurance PoliciesAccount CustodianOwner / InsuredCurrent BeneficiaryDeath Benefit Money Owed to YouType: Mortgages or promissory notes payable to you, or other moneys owed to you. Name of DebtorDate of NoteMaturity DateOwed toCurrent Balance Do you have an Umbrella Insurance Policy?*This is a policy that supplements your home/renter/auto insurance. Yes No How much umbrella coverage do you have?*$1,000,000? $2,000,000? $5,000,000?Thank you for completing the Asset Organization Form! Be sure to click the Submit button below. If you do not see a green checkmark after hitting submit, please review the form for missing information. Missing info will be highlighted in red. EmailThis field is for validation purposes and should be left unchanged. Δ
