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List Your Estate Assets (Estate Planning Checklist)

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The best way to start estate planning is with an inventory of all the assets you need to pass to your heirs. As you make this list of assets, also mention if anything is jointly owned or jointly titled (which may be the case if you live in a community property state). Make sure you consider all of the following assets if you have them:

  • Real estate and vehicles (find deed and titles)

  • High-value assets (art, jewelry, rare coins)

  • Sentimental personal property

  • Bank accounts

  • Retirement accounts, like IRAs, 401(k)s, pensions

  • Health savings accounts

  • Investment and brokerage accounts

  • Paper certificates, like a treasury bond

  • Business interests

  • Life insurance policies

  • Digital assets (account emails and passwords)

  • Liabilities and debts

You should also make note of things like credit cards, paychecks, and tax returns. After your death, someone will need to make sure any remaining bills are paid and income tax returns filed. Preparing a list during estate planning can make this process much easier.

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