Estate Guide and Inventory

Your Estate Guide and Inventory is designed to help your loved ones immediately after your death. It ensures that they will be able to find the information and assets they need quickly and without confusion. It can also be very helpful to the agents in your Financial Power of Attorney if they must begin assisting you with financial decisions. You should make sure that your personal representatives and financial agents know how to access your Estate Guide and Inventory. Check out more resources below. Download our Estate Guide and Inventory Template here.

We can’t tell you how many difficulties, tears, frustrations, and even fights would have been avoided had the decedent simply made a list of their assets or provided a few instructions. Honestly, without one, the rest of your relational estate plan will not have the same impact.

-Fearless: Facing the Future Confidently with Relational Estate Planning