Items of financial value

Are there items of financial value that will be passed on to future generations?

Do you have any jewelry, art or china that will passed on? Have these items been appraised?

Is there a plan in place for the sale or disbursement of the se items?


Residence or Other Real Estate

Are there any real estate assets that you want passed on to others or to future generations?

Is there a plan in place for your current residence?

Do you own a time share, vacation home, rental or commercial property that needs a distribution plan in place?


Financial assets and liabilities

How would you like to see your financial accounts dispersed? Including but not limited to savings, investments and retirement accounts.

Do you have Life Insurance and Long term care insurance that family members know about?

If you have a business or assets from a business …do you have a continuation plan in place that family members know about?

Do you have a trust?

Do you plan on leaving any gifts to charity or other organizations?

What are your liabilities that need to be disclosed to those left behind? (Mortgage, loans, Electronic bill payments)