You can certainly keep a written list with this information, but a digital spreadsheet may be easiest to update and share with your estate team in real-time. Take notes on each item’s history and value and who you want to leave it to, if applicable. An estate planning checklist can help you identify and list all valuable assets, including: You’ve likely accumulated tangible assets throughout your life - now is the time to take stock so you can decide what you want to leave to whom. Keep these documents in one place to make it easier for your executor to move through the necessary legal processes.Ģ.
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