Designate Beneficiaries for Your Financial Accounts Upon your death, your legal representative must issue a public notice to all creditors and pay all valid debts. Also, tell your personal representative where the items and any account passwords can be located. Share your lists with your North Carolina estate planning attorney and your personal representative. Ownership Documents: Deeds, titles, sales documents, patents, mortgage documents, etc.Stocks and Financial Instruments: Certificates, bonds, investments, and other holdings.Personal Assets: Jewelry, artwork, collectibles, family heirlooms, NFTs, etc.Financial Accounts: Checking, savings, retirement accounts, online accounts, cryptocurrency wallets, insurance policies, annuities, etc.It’s easier to work through the estate planning process when you clearly identify your assets. Inventory Your AssetsĬreate a comprehensive written inventory of your personal and real property, bank accounts, and other items. Our Estate Planning Checklist helps you learn more about key concepts before it’s time to make your final decisions. You’ll cover a lot of information during your initial consultation. North Carolina estate planning lawyers help you execute a plan that addresses your current and future goals. Your North Carolina Estate Planning Checklist Read on for our Estate Planning Checklist to help you get started. If you take the time now, you’ll have a legally binding plan that protects your estate and meets your desires for your family’s future. It can be an uncomfortable process, but it’s the best course of action for establishing long-term asset protection. You must focus on issues you’d rather not think about until it’s absolutely necessary. You have to spend time talking about your health, mortality, and taxes.

If you’re like many families, there is no right time to think about estate planning.

Asset checklist for estate planning