Professional Estate Asset Inventory
Professional Estate Asset Inventory
Prepared by: [YOUR NAME]
A. Real Estate Properties
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Talladega, AL 35160 - Residential Property
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Tucson, AZ 85710 - Commercial Property
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Harrod, OH 45850 - Agricultural Land
B. Vehicles
Make |
Model |
Year |
VIN |
---|---|---|---|
Ford |
F-150 |
2050 |
1FTFW1E57JFC12345 |
Toyota |
Camry |
2050 |
4T1BF1FK4HU123456 |
Honda |
CR-V |
2050 |
5J6RW2H86LL012345 |
C. Bank Accounts
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Account Number: 1234567890
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Bank Name: Star Bank
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Account Type: Checking
-
-
Account Number: 0987654321
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Bank Name: Spring Bank
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Account Type: Savings
-
-
Account Number: 1122334455
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Bank Name: Best Bank
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Account Type: Business Account
-
D. Investments
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Stocks:
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500 shares of Jones Corporation
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300 shares of VIVA Inc.
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200 shares of Monster Enterprises
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Bonds:
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$10,000 Alabama Municipal Bond
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$15,000 Arizona Corporate Bond
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Mutual Funds:
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Global Growth Fund - 150 units
-
Income Advantage Fund - 200 units
E. Personal Property
Item |
Description |
Value |
---|---|---|
Jewelry |
Diamond Necklace |
$5,000 |
Artwork |
Painting by John Doe |
$8,000 |
Electronics |
Apple MacBook Pro |
$1,500 |