Top 10 Assets Your Estate Planning Attorney Should Include in Your Estate Plan

Attorney Image By: James Filippi
top 10 assets your estate planning lawyer should include in your estate plan

Top 10 Assets Your Estate Planning Attorney Should Include in Your Estate Plan

  1. Real Estate: This typically includes any property you own, including your primary residence, vacation home, and investment properties. Your estate plan should specify who will inherit your property and how it will be administered after your passing.

  1. Bank Accounts: This includes all of your checking, savings, and money market accounts. You can specify who will inherit these accounts as well as how the funds will be distributed.

  1. Investment Accounts: These include brokerage accounts, retirement accounts, and other investment vehicles.

  1. Life insurance policies: They can provide financial support for your loved ones in the event of your passing.

  1. Business Interests: If you own a business, it is essential to include it in your estate plan. You can determine who will inherit the business and how it will be run after your passing.

  1. Personal Property: This includes valuable items such as artwork, jewelry, antiquities, and collectibles.

  1. Intellectual Property: You can include intellectual property in your estate plan if you own patents, trademarks, copyrights, or any other intellectual property. You can specify who will inherit these assets and how they will be managed following your passing.

  1. Digital Assets: encompass all online accounts and digital property, including email accounts, social media profiles, and online storage accounts. Your estate plan should specify who will have access to these accounts.

  1. Vehicles: This includes any automobiles, yachts, or other vehicles you own.

  1. Firearms: Transferring firearms is no easy task, so making sure your trust is the owner will allow our trustee to transfer them with few issues. 

The purpose of including these assets in your estate plan is to ensure that your wishes are carried out and that your loved ones are cared for in accordance with your wishes. You should specify in your will who will inherit these items and how they will be distributed.

Filippi Law Firm, P.C., provides legal services in estate planning, probate, trust administration, trust litigation, and personal bankruptcy in the greater Sacramento area, with a focus in Rocklin, Roseville, Lincoln, and Granite Bay. Call Filippi Law Firm, P.C. or fill out the form below to schedule a free consultation. Our experienced attorneys are here to guide you through the estate planning process, ensuring that your family’s future is secure and that your wishes are carried out. 

Consultations are free, and they can be done over the phone, via Zoom, or in person at our office in Rocklin. Prepare for your future and work with the best estate planning attorneys today.

Satisfied Client Stories

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Coming to the Rocklin area from Florida, I needed to find an attorney I felt comfortable working with to make sure all my paperwork was acceptable to CA. The Fillippi Law firm fit that need. Would not hesitate to recommend them. I felt comfortable asking questions and was given all information explaining the process of finalizing the work, including all costs. Made me feel very welcomed!!!!!

Eleanor R. | Rocklin, CA
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This firm was amazing. They made the process easy and their follow up is top notch. If you need Estate Planning services this is who I would recommend.

Beth M. | Roseville, CA
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Great help with my sister’s probate. Katia was very quick to respond to my questions. James helped us with questions as well. Definitely will use in the future. Thank You!

Scott W. | Citrus Heights, CA
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My wife and I had a great experience at the Filippi Law Firm setting up our Family Trust. Everyone at the office was very professional, knowledgeable, and nice to work with. I highly recommend the Filippi Law Firm for any of your estate’s legal needs.

Melvin S. | Granite Bay, CA
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We thank you for your patience with us because we had soo many questions about completing the entire process. You demonstrated excellent customer service. We are happy to have you as our law firm.

Arturo R. | Rocklin, CA
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I had many questions regarding a trust set up by a family member that gave me power of attorney without my knowledge. This family member became incapacitated and I suddenly had a ton on my plate to deal with and no idea where to even start. I contacted the Filippi Law Firm after trying to get help from quite a few other firms and being told they weren’t interested. Well, I finally came to the right place. They answered all my questions in a timely manner, for a reasonable fee, and put my mind at ease.

Next, I will be getting help from them to update all the documents related to my own affairs. I know they will handle this in the same timely and professional manner that they showed in our previous dealings.

If you’re on the fence, don’t be. Give them a call. You won’t regret it.

Greg H. | Granite Bay, CA

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