APRIL 30, 2001



 
HEADLINES

  

   Estate Q & A
What Should Be Included in an Estate Map?

An estate map is a supplement to your will. It provides a detailed explanation of where the estate's executor or personal representative can find the assets mentioned in the will or other estate documents, with other important information about each asset. This helps protect against delays caused by misplaced assets.

Here are a few examples of assets and other items to include in an estate map:

  • Cash accounts,
  • Securities,
  • Retirement assets,
  • Real estate,
  • Insurance policies,
  • Outstanding debts,
  • Trust documents,
  • Personal property of value (cars, jewelry, etc.),
  • Business interests,
  • Financial records,
  • Legal documents (including the will),
  • Funeral instructions.