Service update: Our phone lines are currently down due to a Telstra outage. Please check back later.

Asset list template for wills

15 January 2024

Guide Wills

Asset list template for wills

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.

Useful resources

Will writing guide

Read more

Executor checklist

Read more

8 reasons to update your will

Read more

Share this article

Aboriginal flag Torres Strait islander flag Pride flag
State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023