• Assets and Debts Questionnaire

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  • ASSETS

  • Send Hershon Law the following:

    (a) Deeds showing the legal description of your home and other real estate owned by you and your spouse or registered domestic partner, individually or jointly.

    (b) Mortgage or deed of trust showing amounts/balances owed on home and any other real estate and the last monthly mortgage payment statements.

    (c) Tax Assessor’s statements on home and other real estate.

  • Send Hershon Law the following:

    Copies of pink slips and/or registration slips to all automobiles, other motor vehicles, boats, or trailers owned by you and/or your spouse or registered domestic partner, individually or jointly. If there are loans outstanding, copies of original loan papers and statement showing current balance. State who usually drives each vehicle.

  • Send Hershon Law a copy of statements for each account for the last year.

     

  • Send Hershon Law a copy of statements for each account for the last year.

  • Send Hershon Law a copy of statements for each account for the last year.

  • Send Hershon Law a copy of the declaration page for each policy and statement of loans.

  • Send Hershon Law brokerage statements for the last year.

  • Send Hershon Law a copy of the latest summary plan documents and latest benefit statements.

  • Send Hershon Law a copy of the latest plan documents and latest benefit statements.

  • Send Hershon Law a copy of each.

  • Send Hershon Law copies of most recent K-1 form and Schedule C (from your taxes).

  • DEBTS

  • Send Hershon Law copies of orders and statements.

  • Send Hershon Law copies of the latest statements.

  • Send Hershon Law copies of credit card statements since separation.

  • Send Hershon Law copies of promissory notes and IOUs.

  • OTHER RELEVANT INFORMATION

  • Should be Empty: