Real Estate Ownership Worksheet
August 2026
If you’ve read Whose Property Is It, Really?, you already know that families often add a child or spouse to a property’s title without ever writing down what everyone actually intended — and that silence can create tax and legal problems years later.
This worksheet is a tool to help you capture the facts while everyone still remembers them: who is on title, who paid for what, who makes the decisions, and what was really meant to happen. It is not a legal document, and completing it does not decide anything on its own. It is meant to be filled in at home and then brought to your lawyer and your accountant, so your meeting with them is more productive and less costly.
Real_Estate_Ownership_Worksheet_FILLABLE
This worksheet is provided for information only and is not legal or tax advice. Blair Corkum is not a lawyer and does not provide legal advice.
Blair Corkum, CPA, CA, R.F.P., CFP, CFDS, CLU, CHS holds his Chartered Professional Accountant, Chartered Accountant, Registered Financial Planner, Chartered Financial Divorce Specialist as well as several other financial planning related designations. Blair offers hourly based fee-only personal financial planning, holds no investment or insurance licenses, and receives no commissions or referral fees. This publication should not be construed as legal or investment advice. It is neither a definitive analysis of the law nor a substitute for professional advice which you should obtain before acting on information in this article. Information may change as a result of legislation or regulations issued after this article was written.©Blair Corkum