Taking stock of one's assets is an essential step in creating an estate plan.
To help your donors inventory key assets, FreeWill created an Inventory Asset Guide that you can share with supporters. Compiling an up-to-date asset inventory will help them plan for each asset's disposition while ensuring their family and executor can find and access each asset/account.
Remind your donors to share their completed document with their attorney, executor, and/or closest loved ones when it's complete.
Use the form on the right (below, on mobile) to download the editable PDF resource. Prefer a printable copy? Click here.
Have questions? Reach out to your FreeWill Strategist any time!
