Add-ons

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.

$86single

$112married

Married pricing covers both spouses — two full sets of documents at up to 30% combined savings.

An add-on to a will or trust — not sold on its own.

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.

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.

Three ways forward.

Start online now, read more first, or talk it through with someone. Nothing here locks you into anything.

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