Memorandum of personal effects.
The things that matter — and who should have them. Your will handles the big picture; this list handles the watch, the wine, the bikes, the camera gear. Update it any time. No lawyer required.
How to use this: list each item, where to find it, and who should receive it. Be specific enough that your executor can identify the item and the person without guessing — "my grandfather's Seamaster, top drawer of the dresser, to my eldest daughter" beats "watches to family."
Keep it with your will (your executor should know it exists), and date each version — the newest signed copy is the one that counts. If an item absolutely must go to someone, tell us — it belongs in the will itself as a specific gift, not here.
Updating later is easy: your list saves automatically in this browser. Come back any time, change what's changed, then print and sign a fresh copy — and destroy the old one. No need to start over.
| Item | Where it is | Goes to | Notes |
|---|
Saves automatically in this browser — come back any time to update, then print and sign a fresh copy.
This memorandum is an expression of your wishes to guide your executor. Depending on how your will is drafted, it may or may not be legally binding — your lawyer will advise how to reference it. It does not replace or amend your will. Prepared with Cherry Hill Private Wealth for planning purposes; not legal advice.