We all have things that are important to us personally. Some of these are expensive treasures or heirlooms. Other items may have little to no financial value but are important to us.  Let your Successors know what you have and the financial and or emotional value of your belongings.

 

Why it Matters

There are items your Successors might want to keep in remembrance of you, especially if there is a poignant story attached to it. If you own things of monetary value, sharing that information with your Successors can help them decide what to keep, sell, give to charity or dispose of. 

 

What You Can Do

• Give belongings to people or to charity now, while you are still in control of those decisions.

• Complete theTime to Remember Notable Artwork and Jewelry worksheet to enable your Successsors to see at a glance the worth and significance of items you value.  On the worksheet, note when and where you acquired it, how much it cost and a brief description. If your loved ones help you add entries to the worksheet, you can use that time to tell them stories about what the items mean to you.

• On the Time to Remember Appliances/Electronics worksheet, list the major items in your home. This information will be very helpful to your Successors and their real estate agent if a decision is made to sell your home. Also list cell phones, computers, televisions, and other smart devices. Note where you have stored information that will be needed to access the devices when you are no longer able to provide passwords and answers to security questions.​

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NOTE: Information needed to actually sell your home, such as contact information for your lender or homeowners association, should be entered on the Time to Remember Financial Accounts worksheet.  ​

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Ready to take action? Select your worksheets here