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TANGIBLE PERSONAL PROPERTY LIST  Form

TANGIBLE PERSONAL PROPERTY LIST Form

Use a TANGIBLE PERSONAL PROPERTY LIST template to make your document workflow more streamlined.

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Today's topic what is a tangible personal property memorandum this is a little something I do in almost all my estate plans to provide flexibility to the client I'm helping and to help them avoid the need to pay me for changes down the road a few decades ago the Wisconsin Legislature adopted language allowing you to reference a tangible personal property statement in your will that includes only tangible personal property and what we mean by that is it would be items of furniture or pictures or jewelry that do not have a separate title like real estate or a car so let's say for example you have the china that you'd like to leave to your daughter you can fill this form out date and initial it and leave it as a direction to your personal representative under your will or your trustee under your trust of who you would like to receive that item and it's legally valid ing to the statutes where this benefits you is I try to include these in all of my will or trust plans so that my client as

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