Estate planning extends beyond financial assets, encompassing sentimental items and digital presence. Bette Capaldo, from The Estate Registry, emphasizes the importance of documenting cherished heirlooms, recipes, and family values to prevent disputes. Disagreements over non-financial legacies can strain familial relationships just as much as financial ones. Capaldo advises maintaining accessibility of such items and suggests using both digital and physical storage, ensuring copies are available in multiple places to preserve family heritage and peace during inheritance processes.
"If you don't have the proper documents in place ... those gaps can really cause disagreements amongst family members," says Capaldo.
"We see customers using the estate registry tools to store things like old family recipes, or leaving a voice message."
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