The Family Inventory Checklist is a valuable tool designed to help families settle a loved one's estate. It helps you gather together, in one place, details concerning assets, accounts, policies, legal contracts - and other information that may be required to settle an estate:
It helps:
- Identify the location of important documents
- Designate the value of various personal assets
- Consolidate a record of personal and business investments
- List real estate, life insurance and pension plan information
- Keep track of Wills and Powers of Attorney
Learn More.
