[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-247163-105":53,"doc-detail-247163-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","client-questionnaire-inventory-and-appraisement","Client Questionnaire - Inventory and Appraisement","","Client questionnaire template for compiling a comprehensive inventory and appraisal of community estate assets. Collects detailed information for real property (addresses, legal descriptions, fair market values, mortgages, lienholders, and net equity), mineral interests (leases/wells, types, operators, and values), cash and deposit accounts, brokerage and mutual fund accounts, and publicly traded stocks, bonds, and other securities. Includes structured fields for account identifiers, values as of specific dates, and valuation sources to support accurate asset assessment.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/client-questionnaire-inventory-and-appraisement/247163/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/client-questionnaire-inventory-and-appraisement/247163.png","ImageObject",442,249,{"name":88,"@type":89},"Genevieve","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-26","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What asset categories does the questionnaire collect for inventory and appraisement?","Question",{"text":108,"@type":109},"It collects details for real property, mineral interests, cash and accounts with financial institutions, brokerage and mutual fund accounts, and publicly traded stocks, bonds, and other securities.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What information is requested for real property items?",{"text":113,"@type":109},"For each real property entry, it requests street address, county, description of improvements, legal description, current fair market value, mortgage company/account and balance, other liens and lienholders, current net equity, and sources of value.",{"name":115,"@type":106,"acceptedAnswer":116},"How does the questionnaire handle account-based financial information?",{"text":117,"@type":109},"For cash and deposit accounts, it gathers institution name, account name/number, account type, names on withdrawal cards, current balances as of a date, and sources of value/balance. For brokerage and mutual funds, it requests firm/address, held accounts and subaccounts, margin loan balance, community interest value, tax basis of securities, and sources of value.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},247163,1789240451,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":32,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":40},1374391974585,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","CLIENT NAME:    \nCLIENT QUESTIONNAIRE-Inventory and Appraisement.  \nCommunity Estate of the Parties  \n1. Real Property (include any property purchased by contract for deed, such as Texas Veterans Land Board property, property purchased in recreational developments, and time-shares)  \n1.1. Street address:   \nCounty of location:  Description of improvements, if any:   \nLegal description:   \nCurrent fair market value (as of   ):  \n$  Name of mortgage company and account number, if any:   \nCurrent balance of mortgage (as of   ):$   \nOther liens against property (as of   ):  \n$  Names of other lienholders:   \nCurrent net equity in property:$  Source(s) of value:   \n1.2. Street address:   \nCounty of location:  Description of improvements, if any:   \nCurrent fair market value (as of   ):  \n$  Name of mortgage company and account number, if any:   \nCurrent balance of mortgage (as of   ):$   \nOther liens against property (as of   ):  \n$  Names of other lienholders:   \nCurrent net equity in property:$  Source(s) of value:   \n1.3. Street address:   \nCounty of location:  Description of improvements, if any:   \nLegal description:   \nCurrent fair market value (as of   ):  \n$  Name of mortgage company and account number, if any:   \nCurrent balance of mortgage (as of   ):$   \nOther liens against property (as of   ):  \n$  Names of other lienholders:   \nCurrent net equity in property:$  Source(s) of value:   \n2. Mineral Interests (include any property in which the parties own the mineral estate, separate and apart from the surface estate, such as oil and gas leases; also include royalty interests, working interests, and producing and nonproducing oil and gas wells)  \n2.1. Name of mineral interest/lease/well:   \nType of interest:  County of location:  Legal description:  Name of producer/operator:  Current value (as of   ):$  Source(s) of value:   \n2.2. Name of mineral interest/lease/well:   \nType of interest:  County of location:  Legal description:  Name of producer/operator:  Current value (as of   ):$  Source(s) of value:   \n2.3. Name of mineral interest/lease/well:   \nType of interest:  County of location:   \nLegal description:  Name of producer/operator:   \nCurrent value (as of   ):$   \nSource(s) of value:   \n3. Cash and Accounts with Financial Institutions (include cash, traveler's checks, money orders, and accounts with commercial banks, savings banks, credit unions, and funds on deposit with attorneys and other third parties; exclude accounts with brokerage houses and all retirement accounts)  \n3.1. Cash on hand:   \n3.2. Traveler's checks:   \n3.3. Money orders:   \n3.4. Name of financial institution:  Account name:  Account number:   \nType of account: [checking/savings/money market/certificate of deposit]  \nName(s) on withdrawal cards:   \nCurrent amount balance (as of   ):$   \nSource(s) of value/balance:   \n3.5. Name of financial institution:   \nAccount name:   \nAccount number:   \nType of account: [checking/savings/money market/certificate of deposit]  \nName(s) on withdrawal cards:   \nCurrent amount balance (as of   ):  \n$  Source(s) of value/balance:   \n3.6. Name of financial institution:   \nAccount name:   \nAccount number:   \nType of account: [checking/savings/money market/certificate of deposit]  \nName(s) on withdrawal cards:   \nCurrent amount balance (as of   ):$   \nSource(s) of value/balance:   \n3.7. Name of financial institution:   \nAccount name:   \nAccount number:   \nType of account: [checking/savings/money market/certificate of deposit]  \nName(s) on withdrawal cards:   \nCurrent amount balance (as of   ):$   \nSource(s) of value/balance:   \n4. Brokerage and Mutual Fund Accounts  \n4.1. Name of brokerage firm or mutual fund:   \nAddress of brokerage firm or mutual fund:   \nName(s) account held in:   \nName of account (and subaccounts if any):   \nMargin loan balance (as of  ):  \nValue of community interest in each account (and subaccounts if any)  \n(as of  ):  \nTax basis of each security held:$   \nSource(s) of value:   \n4.2. Name of bro","cbCaicH7eioqvsde","https://ap.wps.com/l/cbCaicH7eioqvsde","pdf",264579,"English","# Real Property\n## Mineral Interests\n## Cash and Accounts with Financial Institutions\n## Brokerage and Mutual Fund Accounts\n## Publicly Traded Stocks, Bonds, and Other Securities","[{\"question\":\"What asset categories does the questionnaire collect for inventory and appraisement?\",\"answer\":\"It collects details for real property, mineral interests, cash and accounts with financial institutions, brokerage and mutual fund accounts, and publicly traded stocks, bonds, and other securities.\"},{\"question\":\"What information is requested for real property items?\",\"answer\":\"For each real property entry, it requests street address, county, description of improvements, legal description, current fair market value, mortgage company/account and balance, other liens and lienholders, current net equity, and sources of value.\"},{\"question\":\"How does the questionnaire handle account-based financial information?\",\"answer\":\"For cash and deposit accounts, it gathers institution name, account name/number, account type, names on withdrawal cards, current balances as of a date, and sources of value/balance. For brokerage and mutual funds, it requests firm/address, held accounts and subaccounts, margin loan balance, community interest value, tax basis of securities, and sources of value.\"}]","Client Questionnaire - Inventory and Appraisement | PDF"]