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

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