What you own

The goal is not a perfect balance sheet. It is a family-readable inventory that also spots assets a will may not control.

Helpful progress

0 of 6 asset areas captured

Keep account numbers and passwords out of this prototype. Later, the secure vault can store sensitive files separately from interview answers.

Home, land, and other real estateAddress, county, ownership notes, mortgage, and whether a TODD exists or is being considered.Bank, brokerage, retirement, and insurance accountsInstitution names only for now. Do not enter account numbers in the prototype.Beneficiary designations and transfer-on-death assetsList known beneficiaries and anything that may pass outside the will.Vehicles, personal items, collectibles, and valuablesCars, jewelry, art, firearms, heirlooms, safe contents, or specific personal items.Business interests, crypto, passwords, and digital assetsBusinesses, private investments, wallets, password manager, cloud accounts, and legacy contacts.Debts, safe deposit boxes, and important documentsMortgages, loans, tax records, deeds, insurance files, safe deposit boxes, and document locations.

Plan owner privately confirmedThe plan owner reviewed this asset inventory and understands some assets may pass outside a will.

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