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.

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. 

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I want to thank you Filippi and your law firm I am extremely grateful for all the hard work and all your support and most of all thank you for making me feel like I was important as a client. Highly recommend Filippi Law firm.

Respectfully, R.L

R.L
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Anyone in need of a great law firm that does Living Trust/ Wills I highly recommend Filippi Law Firm in Rocklin.
My husband and I needed to have a new Trust done and we were very pleased with Jim Filippi.
and his staff. Extremely professional and takes the time to explain everything in detail.
I’m going to be recommending his law firm to all my friends and family.

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I highly recommend Filippi law firm. Can’t say enough how much I appreciate all they did for me and my living trust. Jim is very helpful and relieved any doubts I had about trust. Very nice law firm and friendly. Thank you Jim for everything and Courtney as well.

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Very Professional service provided. Handled my trust with professional care and left us feeling very confident. Would recommend Filippi Law Firm to all my friends

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Jim is a personable individual and all the people in the firm are friendly and professional. Creating my trust was painless and has taken a load off my mind.

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We had an outstanding experience with all the Filippi associates we worked with. They were exceptionally professional and friendly. I would highly recommend their services.

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