At the early stage of planning your will, it’s a good idea to establish what assets you have. Doing this will help you make sure you’ve got your bases covered, and helps you ensure your assets are going where you want them to. Asking yourself these questions will give you the clarity you need to ensure that you’re making informed decisions with what you have.
- What investments or property do I own?
- What savings and insurances do I have?
- Do I own these assets with someone else, for example, a spouse or business partner?
Then start listing your assets in categories using a template. This will help build yourself a complete picture. Download the free Will Asset Listing Template now.