Generating the Estate Listing

An estate inventory provides a clear record of all assets included in the will.

How To Generate the Estate Listing:

1. After generating the will, navigate to the "Generate estate inventory" option

2. Generate the estate inventory document

3. Review the list of all recorded assets

4. Check any remarks or notes added to specific assets

5. Keep the estate inventory document with the will for executor reference

6. Download and share the estate inventory as needed

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FAQ - Generating the Estate Listing

What is the purpose of the estate listing?
The estate listing provides a clear inventory of all assets recorded in the will. This helps the executor in managing the estate.

What information is included in the estate listing?
The listing includes all assets entered into the system, along with any remarks or notes added to individual assets.

Should I keep the estate listing with the will document?
Yes, it is advised to keep the estate inventory document together with the will document for easier reference by the executor.