The following is a broad outline of some items you may wish to review in compiling a list of assets for review at mediation:

CASH ACCOUNTS

Checking

Savings

Money Market

Certificates of Deposit

INVESTMENT SECURITIES

Brokerage Accounts

Stocks

Dividend Reinvestment

Mutual Funds

Bonds (Corporate & Municipal)

U.S. Savings Bonds

U.S. Treasury Direct

Bearer Bonds

PARTNERSHIP INTERESTS

Limited Partnerships

General Partnerships

BUSINESS INTERESTS

Corporate Business Interests

Sole Proprietorships

REAL PROPERTY INTERESTS

Deeds

Mortgages & Deeds of Trust

Time Shares

Other (Describe)

LIFE INSURANCE (FACE VALUE)

RETIREMENT PLANS

IRAs

Annuities

Qualified (Pension) Plans

ASSETS WITH REGISTERED TITLE

Vehicles

Pleasure Boats

Mobile Homes

Farm Equipment

MISCELLANEOUS ASSETS

Personal Property

Burial Plots

Memberships

Other (Describe)