Put Your Estate in Order
Personal Finance · Advanced
Back to Explore Habits
An up-to-date inventory of accounts, insurance policies, debts, and beneficiaries saves your family months of paperwork.
Micro-habits to get started
Small actions of a few minutes to start this habit:
Update your asset inventory
List your bank accounts, investments, retirement funds, insurance policies, property, and debts along with their institutions.
Many assets go unclaimed simply because family members didn't know they existed.
30 minReview your beneficiaries
Verify who is listed as the beneficiary on your life insurance and retirement accounts.
Always review beneficiaries after a marriage, separation, or birth.
15 minTell someone you trust where it is
Let one trusted person know where you keep your inventory and key documents.
An inventory nobody can find is useless.
5 min