Assets, ownership, beneficiary designations, and trust funding

Asset Map

Track what the customer owns, how it is titled, whether a beneficiary is listed, whether it may need trust funding, and what staff or attorney review may be needed.

Useful for everyone: Customers can organize assets; staff can spot missing details; attorneys can review ownership, beneficiary, and transfer questions.

Why assets matter

  • Some assets pass by beneficiary designation instead of a will.
  • Real estate, business interests, and trust funding may need attorney review.
  • Probate, creditor, accounting, and tax questions often depend on the asset list.
  • Do not include account numbers or passwords in this preview.