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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Everyone I dealt with in this office was kind and professional. My attorneys Jim and Tori were exceptionally knowledgeable and helpful to me. Thank you Filippi Law Firm.

Christina E. | Granite Bay, CA
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So very appreciative of all the staff they are all amazing!!!! It took me a few years thinking about getting a trust. Once I met the team I was amazing how much knowledge and comfort they gave me then I was wondered what took me so long you ask? Well I found a 5 star company and employee, trust me I did all your homework and searching for you, don’t wait take the step and move forward, you can call with any questions trust me I had plenty, extremely patient and return calls or emails promptly. I have preferred numberous people to them. They also have male and female attornies. Thank you so kindly to all!

Judith E. | Roseville, CA
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Mr. Filippi and Ms. Votino were prompt and professional. Tori was very respectful of my time which resulted in a quick process and a refund of more than what I expected from my original deposit. The potential plaintiff also received a significant amount less than what they were asking for regarding a real estate transaction. I will definitely use again to update my trust.

Jeri S. | Lincoln, CA
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We used Filippi Law firm for out trust needs. Everyone we worked with was professional, friendly and very thorough. Whether we met in person or virtually we never felt rushed and they took the time to explain everything to us. I would highly recommend them for your trust needs.

Susan L. | Lincoln, CA
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Filippi Law Firm was simply exceptional at revising my trust. It is the second time I’ve revised it and they did it for less than a quarter of what I paid for the first one (and this one was more complicated).
I have no doubt this is my last revision as they were thorough and addressed questions that I had not thought about prior to working with their firm.
I cannot recommend Filippi law firm more highly!
With gratitude,
RT

Renee T. | Loomis, Ca
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I really enjoyed meeting Jim Filippi and his team. Although, we had to hold off on doing our estate planning for now, we will definitely use Filippi Law Firm in the next year or two. Jim impressed me with his presentation, and his character. Jim came across as decent, humble, and honest. These are qualities that are sorely lacking in our society in 2025, much less among lawyers and politicians. I think Jim has carefully built his business or firm over many years and is keen to maintain its excellent reputation, and overall integrity. He is a former policeman and fireman who has not forgotten his working class roots and commitment to public service.

Robert Y. | Roseville, CA

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