Financial

Provide essential information regarding your family's finances to insure continuity.

Assets

Bank Accounts

Institution Account Holder Account No. Type
Chase Bank Smith Family Living Trust 73890272 Checking
Chase Bank Smith Family Living Trust 9379479 Money Market
Wells Fargo Gina Smith 10389479 Checking

Investment Accounts

Institution Account Holder Account No. Type
Goldman Sachs Smith Irrevocable 2016 Trust 73847993 Public Equities
Goldman Sachs Smith Irrevocable 2016 Trust 83973839 Diversified Bonds
JP Morgan Private Client Smith Family Living Trust 29849437 Certificates of Deposit
Schwab Smith Irrevocable 2016 Trust 9377738 Public Equities

Real Estate

Property Name Address Entity/Owner Date Purchased
Brown Apartments 573 Brown Road Smith Family Living Trust 10/01/2002
Apple Creek Townhome 624 Fox Court Smith Family Living Trust 05/07/2006

Debts

Mortgages

Note Holder Account Number Maturity Date Due Date
Wells Fargo 8303847 07/15/2037 28th

Loans

Company Account Holder Account Number Due Date
Apple Card Mike Smith 5435-3562-2353-3332 29th
Chase Sapphire Mike Smith 4738-4844-9282-0020 4th
American Express Platinum Mike Smith 9478-374839-3 1st

Recurring Bills

Recurring Bills - Auto Pay

Company Account Number Due Date
Car Lease 497340847 15th
County Water 4793479 1st
County Sewer 9598393 5th
HOA Dues 73847882-1 6th