Personal items can be one of the most difficult issues to navigate in an estate administration. A personal property memorandum can be a valuable addition to an estate plan. The advantage of this document is that you can list and allocate many items and update it without formally changing your Will.
Letter of Intent
This document can be used to provide specific instructions to your fiduciaries and family members in the event of your death or disability. You can also update this document at any time without updating your formal estate plan. Download a Letter of Intent Template...