We created a family inventory document you can download and print out to help you through the first steps of preparing an estate plan. That first step is to create and maintain an inventory of your family’s personal and financial information.
This Inventory has been designed as a document where you can list all of your financial and family information and keep it in one location. In the event you are unable to look after your affairs, it will be an invaluable resource to your loved ones. The Family Inventory can provide your Executors, Power of Attorneys and loved ones with a convenient and important source of information.
It may take a lot of time and effort to gather all of the information this document asks for, but the investment will be well worth it. Once the inventory is complete, much of the work of organizing your affairs will be done. Even if you take no further planning steps, simply keeping the completed document in a place your loved ones can find in the case of an emergency is tremendously valuable.
Soon, we will also have a version that you can order from Amazon.com that will be neatly bound and ready to fill in, making it even easier to keep your information safe and secure.