ESTATE DIRECTIVES

Designating which valued possessions are to be given to your family, friends and organizations is an essential part of a thoughtful estate plan. A complete inventory of what you own and who you want to receive which possessions can minimize the potential for family conflicts and ensure your wishes are carried out. Estates move through probate more quickly and with less expense when a detailed listing of what you own is available for legal professionals to review and ensures fairness in the proceedings.

Conducting a complete inventory of your family’s heirlooms and the stories they represent results in a permanent record of your family’s legacy for future generations to enjoy. Having a complete inventory in place is a wonderful way to simplify and ease the estate process -- another demonstration of responsible care for those you love.

During the Estate Directives audio/visual recording session, a Cover Your Assets staff member will discuss with you in advance the items you wish to include as estate directives. This ensures that you are prepared to state who you wish to receive items and any special information related to the items.

Special Service and Offer

Cover Your Assets fee for conducting inventory assessments limited to Estate Directives is $100 for each interview and recording hour. Estate Directives are included in the Home Inventory service.

Your estate directives inventory portfolio includes:

• DVD audio/visual recording of the estate directives inventory session
• Digital photographs
• Binder with photographs, photo copies of receipts, authenticity and ownership documents, categorized inventory list and recommendations
• Secure Storage - DVDs and CDs are stored in two secure, offsite locations (safety deposit boxes). We also have an option available to securely store your inventory data online for accessibility anytime.

Flexible. Confidential. Professional.

We are available for weekend and evening video and portfolio review sessions. The average inventory recording session takes about 1-3 hours, depending on the number of possessions to inventory.

Cover Your Assets partners and staff are fully insured and bonded. We understand the responsibility we have when our clients invite us to their homes to record parts of their lives. Cover Your Assets partners have years of experience in the financial advising and estate planning industries – we know the information which must be documented to ensure a smooth estate disbursement process.

Don’t Wait

Act now to ensure your wishes are recorded. Call 515.778.5967 or request a quote online. We will return a quote to you within two days from the time we receive your request.