How To Add Other Valuable Assets
To add other valuable assets for your client in the Legacy Planner system:
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Navigate to the "Other Valuable Assets" section
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Choose a relevant category (personal belongings, paintings, glassware, antiques, etc.)
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Enter a description of the valuable asset (e.g., "Luno" for cryptocurrency)
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For items like jewelry:
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Enter each item individually if they go to different beneficiaries
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Enter as one item if all pieces go to a single beneficiary
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Click "save" to record the valuable asset
FAQ - Other Valuable Assets
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What kind of assets can I add under "Other Valuable Assets"?
This section is for assets that don't fall under standard categories like accounts, properties, or vehicles. Examples include personal belongings, collectibles (like paintings and antiques), and even digital assets like cryptocurrency. -
How do I list multiple pieces of jewelry going to different people?
You need to enter each piece of jewelry as a separate item and specify the intended beneficiary for each.