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CLegacy Planner-Workbook

Published by healthbyholli, 2021-08-06 12:02:18

Description: CLegacy Planner-Workbook

Keywords: Legacy planner,end of life planning,legacy workbook,financial planning

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Part 3 INVENTORY YOUR STUFF

· List all gold jewelry. Attach pictures and appraisals. Jewelry Value Location Appraised? Y/N YourWebsite.com

Jewelry Value Location Appraised? Y/N YourWebsite.com

· List all silver jewelry. Attach pictures and appraisals. Jewelry Value Location Appraised? Y/N YourWebsite.com

Jewelry Value Location Appraised? Y/N YourWebsite.com

· List all Artwork. Attach pictures and appraisals. Artwork Value Location Appraised? Y/N YourWebsite.com

Artwork Value Location Appraised? Y/N YourWebsite.com

· List all Collectibles. Attach pictures and appraisals. Collectible Value Location Appraised? Y/N YourWebsite.com

Collectible Value Location Appraised? Y/N YourWebsite.com

· List all Antiques. Attach pictures and appraisals. Antique Value Location Appraised? Y/N YourWebsite.com

· List all Motor Vehicles (ATV’s, campers, boats, etc.). Note if they are owned or. leased, whose name the title is in, etc. Vehicle Value Location Appraised? Y/N YourWebsite.com

· List all Swarovski Crystals, Lladro figurines, teapots, etc. You may want to attach pictures. Type Value Location Appraised? Y/N YourWebsite.com

Type Value Location Appraised? Y/N YourWebsite.com

· List anything else of value ie. fur coats, valuable handbags. Type Value Location Appraised? Y/N

Type Value Location Appraised? Y/N YourWebsite.com

YourWebsite.com

Congratulations! YOU did it! You’ve done a great job with your inventory. You now have a complete list of your important financial, medical and personal information. Be proud of yourself. You’ll sleep better knowing that you have made sense of the chaos. If something happens, you won’t have to frantically search for the information which could save your health, time, or money. You’ll know right where it is. This is especially true for your medical records where finding the information can be a matter of life or death. In addition, at the time of your passing you now have everything in order for your family. They won't have to search for anything but can begin the grieving process immediately. YourWebsite.com


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