Estate Planning and Asset Locator Worksheet

Before you begin the process of making a will, codicil or a living trust, we recommend that you complete this worksheet. It will help you to work out what assets you actually own, and identify your liabilities, before deciding who you would like to make gifts to and how. By having all the relevant details at your fingertips it will save a considerable amount of time in the preparation of your estate planning documents.

The document is also useful for document your choice of fiduciaries such as executors, successor trustees, healthcare agents etc.

In addition, by keeping this worksheet with your will, trust or other personal papers, it will greatly assist your executor in identifying and locating your assets and liabilities when the time comes. In many situations, the persons who stand to inherit from you under your last will and testament, living trust and other asset transfers mechanisms will generally be your family and friends. In reality, a lot of these people will often have been, and may still be, financially dependent on you. However, despite this obvious dependence, your assets and possessions held in probate may become frozen. Needless to say, this can lead to an added financial strain on your family and friends and make an already demanding period more difficult for them.

The easiest way for you to avoid this common and unnecessary problem is to ensure that your executor is made aware of the location of all your assets and important legal documents. You can use this document to notify your executors of the location of each of your assets and any important legal documents – such as your last will and testament, your title deeds, life insurance policies etc. By having all the relevant details at their fingertips, this document will greatly assist your executors in promptly locating and distributing your estate to your loved ones.

This document comes in downloadable Word format.

We’re proud to have helped thousands of people make online wills, trusts and powers of attorney over the past 20 years.

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