Assets & valuables

In addition to your financial accounts, do you have other assets / valuables loved ones should know about?

Not sure? Check your household inventory for ideas. Or, here are some examples:

  • Cash (hidden cash, coins in a jar, etc. )
  • House
  • Real estate / land
  • Vehicles (car, boat, motorcycle, RV, ATV, etc.)
  • Computer
  • Phone
  • Tablet
  • Other electronics (other than main devices)
  • Artwork
  • Jewelry
  • Heirlooms
  • Antiques
  • Photos / videos
  • Collectibles (coins, stamps, trading cards, books, music, videos, etc.)
  • Firearms (note registration information, how to transfer it, and what to do with them)
  • Furniture
  • Equipment (tools, farm equipment, business equipment, etc.)
  • Mineral leases
  • Loans owed to you (include borrower name, relationship, contact info; loan description; payment arrangement / agreement)
  • Research or information that needs instruction so it won’t be lost (genealogy data, manuscript, social media content, etc.)

Provide instructions

If any of the valuables shoud be passed to specific individuals (as opposed to your overall estate), provide detailed instructions including:

  • Item
  • Description
  • Name of recipient
  • Where the item can be found

For example, “I want to give my 2 carat engagement ring to go to my granddaughter, Sarah Smith. It is kept in the ring box in my top dresser drawer.”

Anyone you want to exclude?

Are there individuals you do not want to receive any of your property? If so, provide their full names.

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