Information for Making a Will
The information that you are about to provide will be the basis for your discussions about your will and other estate and personal planning. You do not need evaluations or appraisals but simply a list of assets and liabilities – your best estimates should be sufficient for most discussions. However, how you own the legal title to your assets is important and, if you are not sure whether, for example, your house is owned jointly with another person, ask me to check since assumptions can cause later problems. Also, we recommend that you check with your financial institutions or financial advisor for confirmation if an account is held jointly, and for beneficiary designations on life insurance policies and pension plans. Your Will only deals with assets that are not held jointly and that are not specifically designated.