2G Other Significant Assets / TRUST-FUNDING-REVIEW | Claim My Legacy Estate Planning

Step 2G: Other Significant Assets

Now let’s make sure we haven’t missed anything important.

You may own something significant that didn’t fit into one of the previous categories.

This could include valuable personal property or another asset that is important to you or your family.

You do not need to provide values, serial numbers, account numbers, or detailed inventories.

If you’re not sure whether something belongs here, include a simple description. We can determine whether it needs to be considered as part of your Review.

You don't need to know every answer. We'll work through this together.

Do you have any other significant assets you would like considered as part of your Trust Funding Review? *

Yes
No
Not sure

Tell us about the asset. A simple description is enough. Please do not include account numbers, passwords, access codes, serial numbers, or other sensitive information.

Do you know how this asset is currently owned or titled?

In my/our name individually
Jointly with another person
In the name of my/our trust
In the name of a business or other entity
Other
Not sure

Is there anything else you own that you think we should know about? If something hasn’t fit neatly into the categories we’ve covered, tell us about it here.

After saving your information, return to this page and continue to Step 3.

CONTINUE TO STEP 3: WHAT YOU ALREADY KNOW