Can I use my own schedule of assets?

We have in place the same level of security online banking employs. Nevertheless, if for whatsoever reason you do not want to key in your asset details, you can make and use your own list AT YOUR OWN RISK.

Here's what ours look like. Make sure that you have the asset's market value (even if it will differ in the future)

Regardless, beyond purely just for getting a superficial Will and probate, you should nonetheless factor in the assets when speaking with our Certified Estate Planners, after all Estate Planning is more than just writing a Will!

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