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Schedule of Assets (United States)

This form is a worksheet for a schedule of assets. The form provided here is simply a sample of what the actual form looks like.

SCHEDULE OF ASSETS

Name of Trust: ____________________________________

Date of Trust: ____________________________________


No. __________________

Date of transfer in ____________________________________

Asset transferred to trust ____________________________________

Form of ownership ____________________________________

Tax based on date of transfer ____________________________________

Fair Market Value on date of transfer __________________________


No. __________________

Date of transfer in ____________________________________

Asset transferred to trust ____________________________________

Form of ownership ____________________________________

Tax based on date of transfer ____________________________________

Fair Market Value on date of transfer ___________________________


No. __________________

Date of transfer in ____________________________________

Asset transferred to trust ____________________________________

Form of ownership ____________________________________

Tax based on date of transfer ____________________________________

Fair Market Value on date of transfer ___________________________


No. __________________

Date of transfer in ____________________________________

Asset transferred to trust ____________________________________

Form of ownership ____________________________________

Tax based on date of transfer ____________________________________

Fair Market Value on date of transfer ____________________________


No. __________________

Date of transfer in ____________________________________

Asset transferred to trust ____________________________________

Form of ownership ____________________________________

Tax based on date of transfer ____________________________________

Fair Market Value on date of transfer _______________________


The undersigned Grantor(s) has(ve) reviewed the Schedule of Assets and approve the form of ownership of property as set forth above this date:_______________________

__________________________________
Signature of Grantor

__________________________________

Signature of Grantor

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