Get HELP! – Templates, Forms & CHECKLISTS

Imagine having  the know-how as well as the tools you need at your fingertips for personal property and estate management purposes. Click the boxes to learn more.  These templates, forms and checklists will help you:

  • keep a basic inventory of personal property
  • prepare for the division of the personal property of an estate
  • offer clear communication with heirs if you are the executor
  • provide heirs a “wish list” for their estate selections
  • downsize efficiently and effectively
  • keep track of donated items
  • handle a loved one’s estate with ease and confidence

Whatever you are trying to do will be made easier.

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