Free Resources

Financial Statements

The single most common problem that arises following death is unknown accounts or improperly designated assets or accounts. You should document the assets you own, the current ownership structure, and the location of the accounts.

Financial Inventory

Online Accounts and Directions

You should let a trusted contact know where your digital accounts are located and what, if any, direction you have for those accounts.

Email, Social Media, and Online Accounts

Lifetime Transfers to Children

You might provide disproportionate transfers between children during lifetime. Use this spreadsheet to give direction on whether such disproportionate gifts should be taken into account following death.

Unequal Lifetime Gifts to Children

Charitable Gifting

Your family may not have a clear understanding of what charitable gifts you currently make, and what charitable gifts you might like them to make following your death.

Charitable Giving Inventory

Unique Asset Inventory

You should identify any unique assets you own. You should identify what value exists with the unique assets, and why an asset may have sentimental value to you.

Unique Asset Inventory

Tangible and Sentimental Items

End of Life Care

You should give specific directions on your end of life care, identifying the impact that your decisions will have on your community.

End of Life Care