Use this checklist to organize important information before it's needed. Share with family members and keep in a secure location.
Legal Documents
- ☐Will or trust documents located and attorney contact info recorded
- ☐Power of attorney documents
- ☐Beneficiary designations on accounts updated
- ☐Property deeds and titles organized
Property Inventory
- ☐List of all real estate owned (addresses, mortgage info)
- ☐Vehicle titles (cars, RVs, boats, trailers)
- ☐Valuable personal property (jewelry, collectibles, equipment)
- ☐Storage unit locations and keys
Financial Accounts
- ☐Bank and investment account list
- ☐Insurance policies (home, life, auto)
- ☐Outstanding debts and liens
- ☐Recurring bills and subscriptions
Contacts
- ☐Attorney, accountant, financial advisor
- ☐Property manager or landlord contacts
- ☐Trusted local service providers
When Transition Happens
Contact Diamond Complete for a free consultation on estate cleanouts, property prep, and asset purchasing in Brevard County.