08/31/2026
Before meeting with an estate-planning attorney, take time to create a clear inventory of what you own: and where it can be found.
Include:
• Property: homes, land, and vehicles
• Accounts: checking, savings, retirement, and investments
• Personal items: jewelry, heirlooms, collectibles, and other valuables
• Important contacts: financial advisors, insurance professionals, accountants, and other key people
Also note how assets are titled and who is listed as a beneficiary. A complete inventory helps identify gaps, coordinate your documents, and create an estate plan that works as intended: giving your family greater clarity and fewer headaches later.
Kane, Hartley & Kane, PC helps individuals and families prepare with confidence. Learn more at glastonburylaw.com.