01 - DISCOVER

Know what you have.

DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE

Start With What You Own

Before deciding whether anything needs to change, first build a clear picture of what you have.

At this stage, you are not deciding what should go into your trust and you are not changing ownership or beneficiaries.

You are simply identifying your assets and accounts.

Getting Started

Use this checklist as you begin:

• ☐ Gather recent statements for bank and investment accounts.
• ☐ Locate retirement and insurance statements.
• ☐ Locate current deeds or property records.
• ☐ Identify business ownership interests.
• ☐ List other assets that may require review.
• ☐ Do not change ownership or beneficiaries yet. First, build the inventory.

DISCOVER RULE

At this stage, your job is not to decide. Your job is to identify.

Your DISCOVER Tool

Master Asset Inventory™

Use the Master Asset Inventory™ to record each asset or account, the institution or record keeper, the last four digits when applicable, current ownership, beneficiary information, and any notes.