People & Assets Inventory

Congratulations, if you are reading this, you should have successfully completed your values assessment!

And if you skipped it, go back and complete it before continuing. It is an essential step in our comprehensive planning process.

Now it’s time to gather basic information about your assets and the people you care about. 

a brief preview . . .

First, you’ll provide information about your assets.

Second, you’ll provide information about those you care about the most.

Third, you’ll provide information about those people you trust the most.

Instructions before you begin

Completing this Assets & People Inventory will expedite the planning process and will save you money!

Your Session Fee will be waived as long as you do your best to complete every applicable portion of this inventory.

The People & Assets Inventory will help get you more organized than ever before, and will prepare you to make informed decisions when during your Wisdom | Harmony Session.

If at any point in the process you have any questions, please schedule a free 15 minute phone call online at www.WeygandtLaw.com/Schedule or by calling us at 713-489-5900.

Please do your best to complete each section of the inventory in one swift sitting.

Timing depends on the number of people you care about & volume of assets you have.

Please check “Your Homework” email for the password.