Phase Financial


Personal Possessions of Emotional Value


Items of emotional value

Are there any items of emotional value that you would like to pass on to future generations?  Is there a favorite item or family heirloom?

Are there any collections or memorabilia that need to be accounted for?

Have you designated the distribution of these items and are family members aware?


Pictures & Family History

Do you have family photos saved in albums or otherwise?

Do you have any scrapbooks, diaries or journals that you would like passed on?  If so, who or what have you designated for the distribution of these items?

Do you have videos or other important documents that you would like passed on to future generations?


Household Items

Are there any household items that hold emotional value that need to be addressed with family members?

Are there any books, toys or mementos that you would like to pass on to your children or grandchildren?

Is there any furniture or heirlooms that need to be discussed with family members?

Have you made plans for an estate sale once the items of emotional value have been discussed with family members?