You can view and print a list of all the assets you have added to your Estate Plan by downloading an Estate Plan Report:
- On your Home page, scroll down to the "Reports" section and click on 'Download report' under Estate Plan Report.
- This will download your Estate Plan Report, which includes asset details.
- The report can be easily printed as a PDF once it has been downloaded.
This is optional and not legally required. However, it helps give your Executor and Beneficiaries information on your assets and plan.
Learn more about adding assets to your Estate Plan: Adding Assets to a Will