Why it is separate from the will
Because you will change your mind. A memorandum referenced by your will can be updated without redrafting and re-executing the will itself, which keeps a small change from becoming a legal appointment.
Add-ons and services
Personal Property Memorandum
Jewelry, vehicles, collectibles, furniture, artwork: the items that cause the most friction between siblings are rarely the most valuable ones. This is the document that names them and names who receives them.
A list of who gets what, that you can update yourself. Must be referenced in your will or trust to take effect.
$200single
$240married
Married pricing covers both spouses: two full sets of documents, for less than two single plans.
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What to list
Anything with a story attached. Be specific enough that a stranger reading it could identify the item and the person: full names, not 'my daughter'.
What's included
- Personal Property Memorandum referenced by your will
- As many specific items as you want to list
- Guidance on wording so items and recipients are identifiable
What it does not cover
- Real estate, bank accounts or securities: those pass under the will or trust
- Items you no longer own at death
Is this you?
If none of these quite fit, that is worth a conversation rather than a guess.
- Anyone with items that mean more to the family than they are worth
- People who have already made a will and want to add specifics
- Families where a specific item has already caused a conversation
Property memorandum, answered.
More general questions live on the questions page.
Do I need a will for this to work?
Yes. The memorandum works because your will refers to it. If you do not have a will yet, start with the Essential Will Package, which can include one.
Can I update it without a lawyer?
That is the design. Once it is in place you can revise the list yourself, following the instructions we provide.
Ready when you are.
Start now if you know what you need, or answer a few questions and we'll point you at the right plan. Nothing here locks you into anything.
You'll continue on our secure document system to build your plan.
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