Asset Location

How do I document where my assets are located for my estate plan?

Create a detailed asset inventory that lists each asset's physical or digital location, including bank names and branch addresses, safe deposit box locations, investment account firms, and where important documents are stored. Keep this inventory updated and store copies with your estate planning documents so your trustee or executor can easily locate everything. Many families also include login information for digital accounts in a secure location, though you should check with each institution about their specific policies for account access after death.