Real Estate Action Checklists
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1 Real Estate Action Checklists The checklists in Chapter 7 are set out in the following order: Business Condominium Farm Land Investment Primary Residence Rental Residence Secondary Residence Timeshare Trust Real Estate: Other 159
2 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Business I do not own any business property. I own the following business property: My ownership interest is: Sole Community property Joint with right of survivorship Tenant in common In trust With: I do not owe any money on the property. I owe money on the property as follows: Financial institution/loan servicer: Address: My ownership interest is: Sole Community property Joint with right of survivorship Tenant in common In trust 160
3 Chapter 7: Real Estate Action Checklists With: I do not owe any money on the property. I owe money on the property as follows: Financial institution/loan servicer: Address: 161
4 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Condominium I do not own any condominium property. I own the following condominium property: Condominium association contact: Name: My condominium association dues are: I do not owe any money on the condominium. I owe money on the condominium as follows: Financial institution/loan servicer: Type of Mortgage: 162
5 Chapter 7: Real Estate Action Checklists Farm Land I do not own any farm land. I own the following farm land: My ownership interest is: Sole Community property Joint with right of survivorship Tenant in common In trust Life estate With: I do not owe any money on the farm land. I owe money on the farm land as follows: Financial institution/loan servicer: Type of loan: 163
6 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Investment I do not own any investment property. I own the following investment property: Township: County: My ownership interest is: Sole Community property Joint with right of survivorship Tenant in common In trust Life estate With: I do not owe any money on the real estate. I owe money on the real estate as follows: Financial institution/mortgage servicer: Type of loan: 164
7 Chapter 7: Real Estate Action Checklists Primary Residence I do not own a residence. I own the following residence: Township: County: My ownership interest is: Sole Community property Joint with right of survivorship Tenant in common In trust Life estate With: I do not owe any money on my residence. I owe money on my residence as follows: Financial institution/mortgage servicer: Type of mortgage: 165
8 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Rental Residence I do not rent the living space where I live. I live in the following rental property: Unit: Property manager: Name: I can stay here until: Monthly payments: Additional payments for services: 166
9 Chapter 7: Real Estate Action Checklists Secondary Residence I do not own a secondary residence. I own the following secondary residence: My ownership interest is: Sole Community property Joint with right of survivorship Tenant in common In trust Life estate With: I do not owe any money on my secondary residence. I owe money on my secondary residence as follows: Financial institution/mortgage servicer: Type of mortgage: 167
10 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Timeshare I do not own any timeshare property. I own the following timeshare property: Timeshare management company contact: Type share: Purchase price: I do not owe any money on the timeshare. I owe money on the timeshare as follows: Financial institution/mortgage servicer: Type of mortgage: My annual maintenance fee is $ It is due on It is due to: Name: 168
11 Chapter 7: Real Estate Action Checklists Trust I am not the grantor or beneficiary of any property held in trust. I am the grantor of the following property held in trust: I am the primary beneficiary of the following property held in trust: I am the secondary beneficiary of the following property held in trust: Grantor: Trustee: Primary beneficiary/beneficiaries: Secondary beneficiary/beneficiaries: I am the grantor of the following property held in trust: I am the primary beneficiary of the following property held in trust: I am the secondary beneficiary of the following property held in trust Grantor: Trustee: Primary beneficiary/beneficiaries: Secondary beneficiary/beneficiaries: 169
12 Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes Real Estate: Other The following miscellaneous information about my real estate may be of interest: 170
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