6. Other real estate
If the client has other real estate, see the “Homestead” questions.
8. Bank accounts
Complete the below questions for each sole and joint bank account.
What institution is the bank account with?
What are the last 4 digits of the account number?
What type of account is it?
How much money is in the account?
Is it a joint or sole account?
9. Retirement interests
Complete the below questions for each retirement.
Complete the below questions for each investment.
What is the investment?
Provide all identifying information.
What is the value of the investment
11. Business interests
Complete the below questions for each business interest.
What is the business interest?
What is the value of the business interest?
Calculate by subtracting liabilities from assets.
What is the average monthly income from the business?
What type of business is it?
Is one of the parties more active or are the parties equally active?
Complete the below questions for each automobile.
What is the identifying information of the automobile?
For example, the make, model, year and VIN of the automobile.
What is the value of the automobile?
Is there any money owing on the automobile?
Who is in possession of the automobile?
Complete the below questions for each debt.
What is the present value of the debt?
What was the value of the debt at time of separation?
Who is/are the named debtor(s)?
What is the purpose of the debt?
What was each party’s involvement in incurring the debt?
What was each party’s benefit from the debt?
Is one or both of the parties making payments on the debt right now?