When writing your Will, make a comprehensive list of all your assets, including:
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- Real estate (e.g., properties, land)
- Bank accounts (savings, checking, investments)
- Personal belongings (jewellery, vehicles, etc.)
- Insurance policies
- Digital assets (e.g., online accounts, cryptocurrencies).
You can Download a fillable Schedule Of Assets (SOA) for your clients to fill up – The information gathered can help determine the complexity of the Will and the potential need for more specialised legal advice (if required).
Alternatively, you can include the relevant details for each asset in the Schedule of Assets by downloading the PDF copy after you have downloaded the final Will for your client.