Personal Estate-Planning App

Create Your Personal Estate-Planning Inventory

Use this worksheet to set down your important personal information in one place. Once completed, you can save the inventory to your profile and print out copies to give to loved ones or store in a safe location with other estate-planning documents.

Review and Update your inventory:

• Once a year (minimum)

• Any time you buy or sell a significant asset

• Before or immediately after a significant life event, such as marriages, births or deaths

Having an up-to-date estate-planning inventory will assist your loved ones and executor in safeguarding and distributing your assets.

The Personal Estate-Planning Inventory App allows you to keep track of all of your physical possessions and also your virtual accounts. The App even provides space to tell your loved ones how you would like to be celebrated when you pass, as well as an opportunity to highlight some of your life’s achievements so they can be memorialized in your obituary.