Form preview

Get the free Summary of Assets

Get Form
Fill in this information to identify the case: Debtor name: Phelps Ranch, LLC United States Bankruptcy Court for the: Northern District of California Case number (if known): 2450228 Check if this
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign summary of assets

Edit
Edit your summary of assets form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your summary of assets form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing summary of assets online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the services of a skilled PDF editor, follow these steps:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit summary of assets. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Try it for yourself by creating an account!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out summary of assets

Illustration

How to fill out summary of assets

01
Gather all necessary financial documents including bank statements, investment accounts, real estate valuations, and any other assets.
02
Calculate the value of each asset accurately.
03
List the assets in the summary with their corresponding values.
04
Include any debts or liabilities associated with each asset if applicable.
05
Review and verify the information for accuracy before finalizing the summary.

Who needs summary of assets?

01
Individuals creating a personal financial statement.
02
Business owners applying for a loan or seeking investors.
03
Executors of an estate settling a deceased person's affairs.
04
Legal professionals in divorce or inheritance cases.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
38 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

You certainly can. You get not just a feature-rich PDF editor and fillable form builder with pdfFiller, but also a robust e-signature solution that you can add right to your Chrome browser. You may use our addon to produce a legally enforceable eSignature by typing, sketching, or photographing your signature with your webcam. Choose your preferred method and eSign your summary of assets in minutes.
The pdfFiller mobile app makes it simple to design and fill out legal paperwork. Complete and sign summary of assets and other papers using the app. Visit pdfFiller's website to learn more about the PDF editor's features.
Install the pdfFiller app on your iOS device to fill out papers. If you have a subscription to the service, create an account or log in to an existing one. After completing the registration process, upload your summary of assets. You may now use pdfFiller's advanced features, such as adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.
The summary of assets is a document that provides a snapshot of an individual's or organization's assets.
Individuals, businesses, and organizations are required to file a summary of assets.
The summary of assets can be filled out by listing all assets owned by the individual or organization, including real estate, vehicles, investments, and other valuable items.
The purpose of the summary of assets is to provide a clear overview of an individual's or organization's financial situation.
The summary of assets must include information on all assets owned, including their estimated value.
Fill out your summary of assets online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.