How to Download Asset Information

You can view and print a list of all the assets you have added to your Estate Plan by downloading an Estate Plan Report:

  1. In your Estate Plan, click on Summary on the left-hand sidebar.
  2. Click 'Download' in the top right.
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  3. This will download your Estate Plan Report, which includes asset details.

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

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