What is a 'Schedule of Assets'?
The Schedule of Assets is a list of the assets that you hold in your Trust and are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets. This document is included in the Trust-Based Estate Plan.
The Schedule of Assets and Appendix are not legally binding documents and can be adjusted as needed without signatures.
How do I create a 'Schedule of Assets' document?
When you purchase a Trust-Based Estate Plan, we create a 'Schedule of Assets' document from the information you provide to us in the questionnaire, specifically when you are asked to add your assets.
How to Access Your 'Schedule of Assets' Document
You can view, download, or print your 'Schedule of Assets' directly from your account. Simply click on Documents from the left-hand side menu bar and then select the Legal Documents tab at the top. Scroll down to find your Schedule of Assets document within the list.
How to Edit Your 'Schedule of Assets' Document
While you cannot directly modify the final 'Schedule of Assets' document that you see in the Documents tab in your account, you can add, edit, or delete assets in the Estate Inventory tab. These adjustments will then be reflected in your 'Schedule of Assets' document.