Non Financial Assets

How do I transfer sentimental items like jewelry and family heirlooms through my estate plan?

You can transfer sentimental items through your trust or will by creating specific bequests that name each item and its intended recipient. Many families also create a separate personal property memorandum that lists who receives specific jewelry, artwork, or heirlooms. This approach helps prevent family disputes and ensures meaningful items reach the right people. Consider photographing valuable pieces and including descriptions to avoid confusion about which items you mean.