Personal Information, Assets and Liabilities Checklist

If you’ve used our Will-O-Matic software to create your own legal Will, you can download and use this “Personal Information, Assets and Liabilities” checklist to help your loves ones, Estate Trustee and beneficiaries know where your assets are (including online accounts and assets) and have access to them.  This checklist comes in .doc format (Microsoft Word compliant) and you can edit (fill in, add, remove) the parts that are applicable to you.

Note: this checklist is offered as a guide and may not be comprehensive enough to address your personal situation.


written by pmmpa \\ tags: , ,

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