1. 1 Consolidate and create an accounting of all your financial accounts, properties and any other assets and vital information you may have about what you own.
2. 2 Prevent your forgotten, lost, or overlooked assets from going to the government rather than to you or your family.
3. 3 Manage all of your assets for tax savings, investments, asset protection, and much more.
4. Bonus Get a head start on your planning by designating the people you trust and by listing your beneficiaries for your future comprehensive estate plan. Optional

We strongly urge everybody to complete their Personal Inventory — so much so that we use it for each and every one of our paying clients as well! It has saved countless people hundreds of thousands of dollars that may very well have otherwise been completely lost.

Although we highly encourage you to take your Personal Inventory to an experienced estate planning attorney to fully benefit from what it has to offer — Your Personal Inventory is Completely Free and Yours to Keep.