Personal Property Memorandum

A Personal Property Memorandum is a wonderfully flexible adjunct to a will or trust, which can help avoid amending or rewriting your estate documents. As you acquire possessions after your estate planning has been finalized, you can identify who will receive these gifts in your personal property memorandum. Changes to the memorandum need not be witnessed, notarized or prepared by an attorney.

“Frieda, I really do just feel such peace of mind, this has literally been nagging at me since we had our first child. We really enjoyed working with you! We came to you not really knowing anything about the process or what our options were. Thanks for taking the time to really listen to us and get an understanding of what our individual goals and concerns were.”
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