Gift Planning
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T H E I N V E N T O R Y – A F I R S T S T E P I N Y O U R E S T A T E P L A N
Once you have hired an attorney, you will usually be asked to fill out an
inventory so that your attorney can assess your estate and begin to develop
your estate plan. The Nature Conservancy is providing you with this sample
inventory to help you begin the estate planning process, clarify your thinking
and save you time when you meet with your attorney.
First, take stock of all of your assets. Consider your investments, real estate, business assets, retirement plans,
insurance and personal property. Then, decide what you want to do with these assets and to whom you wish to leave
them. Your attorney will advise you on which assets are best left to family, friends or charity from a tax and legal
perspective. You should also consider whom you trust to handle your affairs and medical decisions in case of
incapacitation. Along with this inventory, you will need to provide your attorney with copies of all existing wills,
trusts, powers of attorney, life insurance policies, deeds, retirement plans and other important documents.
Estate planning inventory checklist
Date: _____/_____/_____
Personal data
1. Name: __________________________________
2. Birth Date: _____/_____/_____
3. SS#: ___________________________
4. Citizenship:________________________
5. Home Address: _________________________________________________________
Street
City, State, Zip
6. Home Phone: __________________
7. Business Address: __________________________________________________________
Street
City, State, Zip
8. Business Phone: _________________
9. Occupation: ________________________
The mission of The Nature Conservancy is to conserve the lands and waters on which all life depends.
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Parent category: Life