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Property Worksheet and Document Locator Kit - Digital Edition

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Product Description

Before you begin the process of making a will, codicil or a living trust, we recommend that you first complete a full schedule of your assets and liabilities. It will help you to work out what assets you actually own, and identify your liabilities, before deciding who you would like to make gifts to and how. By having all the relevant details at your fingertips it will save a considerable amount of time in the preparation of your estate planning documents. The document is also useful for document your choice of fiduciaries such as executors, successor trustees, healthcare agents etc. In addition, by keeping this estate planning worksheet & document locator with your will, trust or other personal papers, it will greatly assist your executor in identifying and locating your assets and liabilities when the time comes.

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