Asset Inventory (NM)

When it's time to settle your estate, your loved ones may not know where to begin. If you have a last will and testament, it may offer general instructions for who should inherit what you own, but it doesn't include specific information about what you own, where it is, who to contact, and how to manage it.

An asset inventory will take all of the crucial information about your tangible and intangible assets, and compile it in one place. It can include everything from real estate and retirement accounts, to storage units and safe deposit boxes. This is a place to record all kinds of details, such as if you own any intellectual property or where you keep the keys to the tool shed.

This comprehensive account of your assets will help guide your loved ones as they settle your estate and carry out your last wishes.