Q: I’ve been told I should leave an asset list as part of my estate plan. What are the top 10 items to include on this list?

 

Top 10 items I should include on my asset list as part of my estate plan

 

A: A list will ensure that your assets are easily transferred and that your family will know exactly what you own so nothing falls through the cracks.

  1. Insurance Policies
  2. Bank and Retirement Accounts
  3. Deposit Boxes (and keys)
  4. Real Estate/Mortgages
  5. Valuable Personal Property
  6. Vehicles/Boats
  7. Business Interests
  8. Receivables
  9. Passwords
  10. Location of Hidden Cash!

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