WLG Joint Property Addendum - Fillable PDF Ready

Date:

Main Intake ID:

Client Name:

PURPOSE: This addendum supplements the main Trust Planning Intake Questionnaire when a property intended for trust transfer is jointly owned with a non-spouse co-owner. Complete this form to help us determine the best pathway to resolve title issues before trust funding.

SECTION 1: JOINT PROPERTY IDENTIFICATION

1A. Property Details

Property Address:

City, State, ZIP:

County:

APN #:

Property Type:

Single Family

Condo

Townhouse

Multi-Family

Manufactured

Land

Est. Market Value:

Year Acquired:

Purchase Price:

1B. Current Title/Deed Information

How is title currently held?

Joint Tenants with Right of Survivorship (JTWROS)

Tenants in Common (TIC)

Community Property

Unknown

Names on deed (exactly as shown):

Ownership Percentage (if TIC):

Client:

Co-Owner:

Do you have a copy of the deed?

Yes (attached)

No (need to obtain)

SECTION 2: CO-OWNER INFORMATION

2A. Co-Owner Identity

Co-Owner Full Legal Name:

Relationship to Client:

Ex-Boyfriend/Girlfriend

Ex-Spouse

Family Member

Business Partner

Friend

Other: __________

2B. Relationship History

Duration of relationship:

How long separated:

Were you ever legally married?

Yes - Divorce Date: __________

Any children together?

Yes - Ages: __________

2C. Current Communication Status

Current relationship status:

Amicable / Cooperative

Civil but limited contact

Difficult / Contentious

No communication

Hostile / Adversarial

Any restraining orders?

Yes (explain below)

2D. Co-Owner Contact Information (if known)

Current Address:

Phone:

Email:

Attorney (if any):

SECTION 3: MORTGAGE & FINANCIAL OBLIGATIONS

3A. Primary Mortgage

Is there a mortgage?

Yes

No (skip to 3C)

Lender Name:

Current Balance:

Monthly Payment:

Interest Rate:

Loan Type:

Conventional

FHA

Other: __________

Who is on the mortgage note?

Client only

Co-owner only

Both parties

Unknown

Is the mortgage current?

Yes

No - months behind: __________

3B. Who Makes Payments?

Current mortgage payment:

Client pays 100%

Co-owner pays 100%

Split: Client ____% / Co-owner ____%

Property taxes paid by:

Insurance paid by:

Maintenance/repairs paid by:

3C. Other Liens or Encumbrances

Lien Type	Holder/Creditor	Amount	Status
HELOC / 2nd Mortgage		$
Tax Lien		$
Judgment Lien		$
Mechanic's Lien		$
Other		$

SECTION 4: FINANCIAL CONTRIBUTIONS & EQUITY

4A. Initial Purchase Contributions

Original purchase price:

Down payment amount:

Down payment source:

Client paid 100%

Co-owner paid 100%

Split: Client $__________ / Co-owner $__________

Gift from Client's family: $__________

Gift from Co-owner's family: $__________

4B. Ongoing Payment History

Who has primarily paid the mortgage over time?

Client - approximately _____%

Co-owner - approximately _____%

Arrangement changed over time (explain below)

4C. Major Improvements

Any major improvements/renovations?

Yes

Improvement Description	Year	Cost	Paid By
		$
		$
		$

4D. Current Equity Position

Estimated market value:

Total liens/mortgages:

Estimated equity:

SECTION 5: EXISTING AGREEMENTS & LEGAL MATTERS

5A. Written Agreements

Any written agreement about this property?

Yes

If YES, type of agreement:

Cohabitation Agreement

Property Agreement

Divorce Decree / Settlement

Court Order

Informal Written Agreement

Other: __________

Do you have a copy?

Yes (attached)

What does the agreement say about the property?

5B. Pending Legal Matters

Any pending litigation involving the property or co-owner?

Yes

If YES, type:

Divorce proceedings

Partition action

Quiet title action

Collection/creditor case

Other: __________

Case Number:

Court/County:

SECTION 6: CO-OWNER'S POSITION & WILLINGNESS

6A. Has the Property Been Discussed?

Have you discussed the property with co-owner?

Yes

If YES, what is their position?

Willing to sign quitclaim deed (no payment expected)

Willing to sell interest (wants buyout)

Wants to keep the property

Wants to force sale of property

Refuses to discuss

Unknown / Not discussed yet

6B. Buyout Expectations (if applicable)

Amount co-owner is requesting:

Is this amount reasonable based on equity?

Yes

No - too high

Haven't calculated

6C. Any Threats or Concerns?

Has co-owner made any threats regarding property?

Threats to force sale (partition)

Threats to stop paying mortgage

Threats to damage property

Threats to move into property

No threats

Other: __________

SECTION 7: YOUR GOALS & RESOURCES

7A. Primary Goal for This Property

Keep property and transfer to my trust

Buy out co-owner, then transfer to trust

Sell property and divide proceeds

Force sale through partition if necessary

Unsure - need guidance

7B. Timeline

Urgent (within 30 days)

Near-term (1-3 months)

Flexible (3-6 months)

No specific timeline

7C. Financial Resources for Buyout

Cash available - Amount: $__________

Can refinance property in my name alone

Can obtain financing from family/other sources

Would need to sell to access equity

No resources available

Have you spoken with a lender about refinancing?

Yes - Approved

Yes - Denied

Yes - Conditional

Approximate credit score:

SECTION 8: ADDITIONAL INFORMATION

8A. Who Currently Occupies the Property?

Client (as primary residence)

Co-owner (as primary residence)

Both (still living together)

Tenant(s) - Monthly rent: $__________

Vacant

Other: __________

8B. Any Other Relevant Circumstances

SECTION 9: DOCUMENTS TO GATHER

Please check all documents you can provide and attach copies:

Current deed to property

Most recent mortgage statement

Most recent property tax statement

Homeowner's insurance declaration

Recent property appraisal

Title insurance policy (from purchase)

Any written agreements with co-owner

Divorce decree (if applicable)

Court orders (if any)

Payment records/bank statements

Receipts for improvements

Correspondence with co-owner

SECTION 10: ACKNOWLEDGMENT & SIGNATURE

By signing below, I acknowledge that: (1) The information provided is true and complete to the best of my knowledge; (2) This addendum supplements the main Trust Planning Intake Questionnaire; (3) I understand that title issues must be resolved before the property can be transferred to a trust; (4) Additional consultation may be required.

Client Signature

Print Name

Date

— OFFICE USE ONLY —

Reviewed By:

Review Date:

Linked to Intake ID:

Priority:

High

Medium

Low

INITIAL PATHWAY ASSESSMENT

Pathway A: Cooperative Quitclaim (co-owner willing to sign)

Pathway B: Negotiated Buyout (refinance required)

Pathway C: Mediated Resolution (neutral third party)

Pathway D: Partition Action (court-ordered sale/division)

Pathway E: Refer to Litigation Attorney

Pathway F: Title Clearing Required First

Notes:

Next Steps / Follow-up Date:

JOINT PROPERTY INTAKE SUPPLEMENT