Best Estate Planning Attorneys in Huntersville, NC

Sit Down And Make A Simple List Of All Your Assets Sit down and make a simple list of your valuables, including financial assets like retirement plans, pensions, or savings accounts. You do not have to include account numbers, but the name of the financial institution and the type of account will suffice. That may also include: Real estate you own, like land or other property that is in your name, or mortgages you have with certain banks. Vehicles you own, or the banks that hold your loans, and the name of the company that’s insuring them. Business ownership, partnerships, or assets being used by companies. Intellectual property, including patents or digitally monetized interests. Investment and/or retirement accounts. Life insurance accounts. Books, jewelry, furniture, art, and other sentimental assets. This list — even if created and maintained in writing — will help your estate’s executor to be more efficient in locating and identifying assets and making the transfers to the beneficiaries.