Make estate settlement faster
The Family Inventory Checklist is an invaluable tool designed to help families settle a loved one’s estate – without having to hunt around for important documents and information. 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
- Denote the value of various personal assets
- Consolidate a record of personal and business investments
- Itemize real estate, life insurance and pension plan information
- Keep track of Wills and Powers of Attorney
