A home inventory can be customized so that you can assign items to specific beneficiaries.

Make your Estate Planning thoughtful 

​When it comes to Estate Planning, most of the focus and attention is given to big ticket items, such as, a home, a cottage or financial investments. However, all of your personal effects, your furnishings, artwork, decor and many other items are what make a home feel like a home. And often, it is the personal belongings that have the most sentimental value attached to them. 

In distributing personal belongings, a home inventory is a great way to leave behind specific items, such as, jewelry, artwork, antiques, collectables or any item of sentimental value to a family member or dear friend - something for them to remind them of you.

At SafeList, we record for you items you wish to leave behind for assigned beneficiaries by simply customizing your existing home inventory. This is just one of the many practical uses of a home inventory. In addition, we give you practical advice on how to discuss this portion of your estate planning with family members. Your customized home inventory estate planning document can also be passed on to your legal representative as part of the planning of your will.