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


Was going in for heart surgery in a week and needed an Estate Plan ASAP! Jennifer and the staff at Filippi Law Firm managed to put together my plan, which was rather extensive, within that time frame. This gave me the peace of mind I needed in case the worst happened. Luckily it wasn’t need but I now have it in case I ever do. Great staff and wonderful to work with. Wouldn’t go to anyone else. Would give 10 stars if I could.

Matthew S. | Antelope, CA

We recently relocated from the Bay Area and wanted to update our over-25-year-old Living Trust. He did an outstanding job. He also gave us some contacts in Texas to update some property we own there.

Elmer Y. | Rocklin, CA

Patient and caring and trustworthy are the best words to describe the service my husband and I received. We highly recommend this law firm.

Koren C. | California

I highly recommend Filippi Law Firm. Katia, is extremely genuine very helpful. Great communication from beginning to end. We will work with this law office again. Thanks, team!

Robin G. | California

Loved working with the team here for legal services. Responsive and professional and kept me updated through the process. Great all-around experience!

Matthew J. | California

Always there for you !! Always answering all your questions!! The experience was easy , fast and affordable!! There team is amazing!!!

Michelle W. | Vacaville, CA

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