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(818) 532-5599
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Personal and Confidential

General Information

Congratulations on your decision to protect your family with a comprehensive estate plan. Now that you have made this important decision, the next step is to gather and provide us with information about your assets so we can assist you with the funding of your trust. Remember, having a trust that is not funded means your family may have to go through a court probate proceeding, and may lose the benefit of other protections offered by your estate plan.

Please complete this online form to enter information about your assets.

  • Fill out the information on the form as completely as possible for each asset
  • Provide copies of your most recent statements, policies, deeds, or other ownership documents to us.

If you have any questions, please contact our office by phone at (818) 532-5599 or email at info@artislaw.com.

  • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

  • Checking

    Please provide complete address information for each institution or provide a copy of your latest bank statement.

  • Institution NameAddress 1Address 2CityStateZIP CodeAccount numberBalanceOwner 
  • Drop files here or
    Max. file size: 512 MB.
    • Savings

      Please provide complete address information for each institution or provide a copy of your latest bank statement.

    • Institution NameAddress 1Address 2CityStateZip CodeAccount numberBalanceOwner 
    • Drop files here or
      Max. file size: 512 MB.
      • Certificate of Deposit

        Please provide complete address information for each institution or provide a copy of your latest statement.

      • Institution NameAddress 1Address 2CityStateZip codeAccount numberBalanceOwner 
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        Max. file size: 512 MB.
        • Money Market

          Please provide complete address information for each institution or provide a copy of your latest statement.

        • Institution NameAddress 1Address 2CityStateZip codeAccount numberBalanceOwner 
        • Drop files here or
          Max. file size: 512 MB.
          Save and Continue Later
          • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

          • Assets

          • Brokerage Account

            Please list all accounts with brokerage firms that hold stock certificates, bonds, mutual funds, money market accounts and CDs for you. Please provide complete address information for the brokerage firm or provide a copy of your latest statement.

          • NameAddress 1Address 2CityStateZip codeAccount numberAccount ValueOwner 
          • Stock

            Please list all stock in publicly-traded corporations in which you hold the actual stock certificates (this includes stock traded on an exchange or over the counter). Note: Stock owned in family or non-publicly-traded companies should be listed under the Business Interest section.

          • NameTicker SymbolAddress 1Address 2CityStateZip codeCertificate numberNumber of SharesOwner 
          • Bonds – Corporate and Municipal

            Please list all bonds where you hold the actual bond certificates. Please provide the complete address to which change of ownership should be directed, or provide a photocopy of your bond certificates.

          • NameTicker SymbolAddress 1Address 2CityStateZip codeAccount numberFace ValueOwner 
          • Mutual Funds

          • NameTicker SymbolAddress 1Address 2CityStateZip codeAccount NumberFair Market ValueOwner 
          • Limited Partnership

            For each limited partnership, list all your general and/or limited partnership interests. Please provide complete address information for notice to the Partnership for change of ownership.

          • Partnership NameTicker SymbolPartnership Address 1Partnership Address 2Partnership CityPartnership StatePartnership Zip codeGeneral Partner%Limited partner%Account NumberValueOwner 
          • Treasury Direct

            Please list all U.S Treasury Investment where you purchase was made through a Treasury Direct Account.

          • NameAddress 1Address 2CityStateZip codeAccount NumberFair Market ValueOwner 
          • US Savings Bond

          • NameTicker SymbolAddress 1Address 2CityStateZip codeAccount NumberFace ValueOwner 
          • Dividend Reinvestments

            Please list all accounts in corporations in which you hold stock in dividend reinvestment accounts (this includes stock traded on an exchange or over the counter).

          • NameTicker SymbolAddress 1Address 2CityStateZip codeAccount NumberNumber Of SharesOwner 
          • REIT (Real Estate Investment Trusts)

            Please list all ownership in real-estate reinvestment trusts.

          • NameTicker SymbolAddress 1Address 2CityStateZip codeAccount NumberValueOwner 
          • Drop files here or
            Max. file size: 512 MB.
            Save and Continue Later
            • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

            • Assets

            • Quit Claim

            • Loan Information

            • Loan HolderHolder Address 1Holder Address 2Holder CityHolder StateHolder ZipLoan NumberEstimated ValueOwner 
            • Property

              Please list all details about the Property.

            • Asset NamePropertyPropertyAddress 1Property Address 2Property CityProperty StateProperty ZipEncumbrances ValueParcel ID 
            • Deeds (Include Copy of Deeds)

              Please list all Real Property that you own, including Burial Plots, Time Shares or Oil and Gas Interest for which you have a deed.

            • Deed Vested ToDeed of trust recoding dateDeed Instrument numberDeed CountyDeed StateDeed Loan Number 
            • Title Insurance

            • CompanyAddress1Address 2CityStateZipPolicy Number 
            • Grant Deed

            • Loan Information

            • Loan HolderHolder Address 1Holder Address 2Holder CityHolder StateHolder ZipLoan NumberEstimated ValueOwner 
            • Property

              Please list all details about the Property.

            • Asset NamePropertyPropertyAddress 1Property Address 2Property CityProperty StateProperty ZipEncumbrances ValueParcel ID 
            • Deeds (Include Copy of Deeds)

              Please list all Real Property that you own, including Burial Plots, Time Shares or Oil and Gas Interest for which you have a deed.

            • Deed Vested ToDeed of trust recording dateDeed Instrument numberDeed CountyDeed StateDeed Loan Number 
            • Title Insurance

            • CompanyAddress1Address 2CityStateZipPolicy Number 
            • Trust Deed

            • Loan Information

            • Loan HolderHolder Address 1Holder Address 2Holder CityHolder StateHolder ZipLoan NumberEstimated ValueOwner 
            • Property

              Please list all details about the Property.

            • Asset NamePropertyPropertyAddress 1Property Address 2Property CityProperty StateProperty ZipEncumbrances ValueParcel ID 
            • Deeds (Include Copy of Deeds)

              Please list all Real Property that you own, including Burial Plots, Time Shares or Oil and Gas Interest for which you have a deed.

            • Deed Vested ToDeed of trust recording dateDeed Instrument numberDeed CountyDeed StateDeed Loan Number 
            • Title Insurance

            • CompanyAddress1Address 2CityStateZipPolicy Number 
            • Warranty Deed

            • Loan Information

            • Loan HolderHolder Address 1Holder Address 2Holder CityHolder StateHolder ZipLoan NumberEstimated ValueOwner 
            • Property

              Please list all details about the Property.

            • Asset NamePropertyPropertyAddress 1Property Address 2Property CityProperty StateProperty ZipEncumbrances ValueParcel ID 
            • Deeds (Include Copy of Deeds)

              Please list all Real Property that you own, including Burial Plots, Time Shares or Oil and Gas Interest for which you have a deed.

            • Deed Vested ToDeed of trust recording dateDeed Instrument numberDeed CountyDeed StateDeed Loan Number 
            • Title Insurance

            • CompanyAddress1Address 2CityStateZipPolicy Number 
            • Drop files here or
              Max. file size: 512 MB.
              Save and Continue Later
              • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

              • Assets

              • Life Insurance

              • Company NameAddress 1Address 2CityStateZip codePolicy NumberFace AmountAdditional InformationOwner 
              • Drop files here or
                Max. file size: 512 MB.
                • Annuity

                • Annuity CompanyAddress 1Address 2CityStateZip codeContract #Annuity AmountAdditional InformationOwner 
                • IRA (Individual Retirement Accounts)

                • Company NameAddress 1Address 2CityStateZip CodeAccount #ValueDeath BeneficiariesOwner 
                • Qualified Pension Plan

                • Company NameAddress 1Address 2CityStateZip CodeAccount #ValueAdditional InformationOwner 
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                • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

                • Assets

                • Burial Plot

                  Please list all burial plots or contracts with ceneteries, and include the address to which change of owned should be directed. If you have a deed to the actual burial plots land, it should be listed in the "Real Property" section.

                • Asset NamePlot NumberPlot Address 1Plot Address 2CityStateZip CodeValueParcel IDTypeOwner 
                • Membership

                  Please list all memberships that have monetary value and permit your interest to be transferred, such as Country Clubs, Tennis Clubs, and Yacht Clubs. Enter the address to which change of ownership should be directed.

                • DescriptionAddress 1Address 2Asset CityAsset StateZip CodeAccount NumberValueOwner 
                • Animal-registered

                • NameAddress 1Address 2CityStateZip CodeRegistration NumberNet Market ValueOwner 
                • Building Co-Op

                • Asset NameProperty NameAddress 1Address 2CityStateZip CodeValueCo-Op ManagerOwner 
                • High Value Personal Property

                • Asset NameDescriptionAddress (if applicable)Address 2 (if applicable)CityStateZip CodeAppraised (Y/N)Estimated ValueParcel IDInsurance Company NameInsurance Company Address 1Insurance Company Address 2Insurance Company CityInsurance Company StateInsurance Company ZipInsurance Company Policy NumberRegistered Title(Y/N)Owner 
                • Lawsuit Judgments (Awarded to You)

                  Please list all judgment where you have been awarded money damages in a court proceeding. Enter the name of the judgment debtor.

                • Asset NameJudgment DebtorAddress 1Address 2CityStateZip CodeCase NumberJudgmentCourtOwner 
                • Leases (You are the Landlord)

                  Please list all real estate leases in which you are the landlord.

                • Asset NameAgency NameAddress 1Address 2CityStateZip CodeAnnual RentsName of LesseeOwner 
                • Liquor License

                • Asset NameAgency NameAddress 1Address 2CityStateZip CodeRegistration #Net Market ValueOwner 
                • Livestock Brands

                • Asset NameAgency NameAddress 1Address 2CityStateZip CodeRegistration #Market ValueOwner 
                • Oil and Gas

                  Please list all leases, overriding royalty fee, mineral estate, working interest, pooling agreement, etc. Use the "Real Property Interests" section for all oil and gas interests for which you hold a deed. Provide copies of title for each oil and gas interest.

                • Asset NameAgency NameAddress 1Address 2CityStateZip CodeNet Market ValueOwner 
                • Drop files here or
                  Max. file size: 512 MB.
                  • Time Share

                  • Asset NameAgency NameAddress 1Address 2CityStateZip CodeDevelopment OwnersValueOwner 
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                  • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

                  • C-Corp

                  • Corporation NameCompany Address 1Company Address 2CityStateZip Code# of SharesTotal Value of SharesOwnership %Owner 
                  • S Corp

                  • NameAddress 1Address 2CityStateZip Code# of SharesTotal Value of SharesOwnership %Owner 
                  • Professional Corp

                  • NameAddress 1Address 2CityStateZip Code# of SharesTotal Value of SharesOwnership %Type: C-Corp / S-Corp / Professional CorpOwner 
                  • Limited Liability Company

                    For each Limited Liabillity Company, list your ownership interests. Please provide complete address information for notice to the Limited Liabillity Company for change of ownership.

                  • NameAddress 1Address 2CityStateZip CodeOwnership %Total Value of SharesOwner 
                  • Drop files here or
                    Max. file size: 512 MB.
                    • General Partnership

                      For each partnership, list your partnership interests. Please provide complete address information for notice to the Partnership for change of ownership.

                    • NameAddress 1Address 2CityStateZip CodeGeneral Partner %Total Value of SharesOwner 
                    • Drop files here or
                      Max. file size: 512 MB.
                      • Sole Proprietorship

                        For each Sole Propprietorship, please provide business name and address.

                      • NameAddress 1Address 2CityStateZip CodeTotal Value of SharesOwner 
                      Save and Continue Later
                      • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

                      • Intellectual Property Interests

                        Please list all registered copyright, trademark, patent and royalty interest. Note: If you have licensed or assigned any rights to your registered intellectual properties, please discuss these items with the attorney before transferring them into your trust. Provide copies of any license or assignment agreement you have signed.

                      • Copyright

                      • Copyright OfficeAddress 1Address 2CityStateZip CodeCopyright NumberCopyright NameOwner 
                      • Patent

                      • Patent OfficeAddress 1Address 2CityStateZip CodePatent NumberPatent NameOwner 
                      • Royalty Interest

                      • Royalty OfficeAddress 1Address 2CityStateZip CodeRoyalty NumberRoyalty NameOwner 
                      • Trademark

                      • Trademark OfficeAddress 1Address 2CityStateZip CodeTrademark NumberTrademark NameOwner 
                      • Drop files here or
                        Max. file size: 512 MB.
                        Save and Continue Later
                        • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

                        • Deeds of Trust & Mortgages

                          List all notes owed to you and secured by an interest in real estate. Please provide copies of each mortgage and/or deed of trust.

                        • Deed of Trust

                        • Debtor NameAddress 1Address 2CityStateZip CodeDate of NoteBalance OwedOwner 
                        • Mortgages

                        • Debtor NameAddress 1Address 2CityStateZip CodeDate of NoteBalance OwedOwner 
                        • Promissory Notes

                          List all Notes Receivable not secured by real property. If the note is secured by a Real Property Interest, please list "Mortgages-Deeds of Trust" section.

                        • Debtor NameAddress 1Address 2CityStateZip CodeDate of NoteNote AmountOwner 
                        • Drop files here or
                          Max. file size: 512 MB.
                          Save and Continue Later
                          • Click on the checkbox next to each asset type you own. Only assets that you select will be available for you to complete. Complete as much information as you have about each asset.

                          • Boat (Large Vessel Registered with Coast Guard)

                          • Asset NameDescription (Year, Make & Model)Registration #Net Market ValueAgencyOwner 
                          • Drop files here or
                            Max. file size: 512 MB.
                            • Mobile Home (Registered with HUD)

                            • Asset NameDescription (Year, Make & Model)Registration #Net Market ValueAgencyOwner 
                            • Drop files here or
                              Max. file size: 512 MB.
                              • Aircraft

                              • Asset NameDescription (Year, Make & Model)Registration #Net Market ValueAgencyOwner 
                              • Drop files here or
                                Max. file size: 512 MB.
                                • DMV Registered

                                • Asset NameDescription (Year, Make & Model)Registration #Net Market ValueAgencyOwner 
                                • Drop files here or
                                  Max. file size: 512 MB.
                                  Save and Continue Later

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