Part 5: Tangible Items

This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs.  One checklist is designated for motorized vehicles and vessels, while the other addresses sentimental items, valuable possessions, and any collections.  Please note that the sections for special instructions and additional information are where you could name the specific person you would like to have inherit those items.  This can also help you ensure that all your estate planning documents are aligned with one another.


Please read important disclosure here.