Use this work sheet to inventory all of your personal and real property that will be included in your estate. This will help in planning your estate but also in case of a natural disaster.Real property (include land, houses and buildings)PropertyDate of purchaseCostCurrent value Personal property (this could be a very long list, but make sure to include collectibles, furniture, heirlooms, valuables, cars and items of sentimental value)
ItemDate of purchaseCostCurrent value
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If you're purchasing or refinancing, it's a great time to lock in a rate.
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