• So none of your valuables are missed when others need to sort them out.
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Progress

Assets - I've added what I know

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Assets - I've filled in the gaps

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Key Takeaways

  • You may have a simple life, hence not much to go here - but most of us haven't
  • Go through the checklist - there may even be assets that you have forgotten about
  • Refer back to this when creating or updating your Will

Resources

Here's a checklist of assets you may need to record in your workbook.


Bank accounts

  • Checking / current accounts
  • Savings accounts
  • Old ones you’ve forgotten about
  • PayPal or other online account balances

Investments

  • Trading
  • Online stock portfolios
  • Proxy holdings
  • Stocks and shares through an intermediary
  • Bullion or other proxy holdings like BullionVault

Physical assets

  • Coins
  • Bullion
  • Art

Digital assets

  • Crypto-currencies like Bitcoin
  • Online game characters

Property

  • Rentals
  • Cabins
  • Vacation homes

Vehicles






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