HomeZada Tip: Print an Estate Planning PDF

Last week, we showed our users how to protect their loved ones with distribution details which meant that all HomeZada users can track how they want their items and contents within their home distributed. HomeZada users can assign distribution to family, charities, trust or any other entities that deserve your belongings. This process is recommended when you are estate planning.

Identifying where you want your items to go and to whom and any details about those items is step one in estate planning. Once you have identified these details, it is time to print a PDF of which items are going to what entity or person. This PDF once printed or saved can be sent to an estate attorney and a trustee or executor.

Print Your Estate Planning Inventory PDF

HomeZada Premium users can access this PDF to gain a more detailed understanding of their belongings and how to track them. As a HomeZada Premium user, you will log into your account. On the dashboard about mid way down the page, Print your Inventory to PDF will be on the right.

Estate Planning

Once you click the Print your Inventory to PDF, you will land on the reports area of HomeZada. This area allows you to print two different PDFs. One PDF is a standard home inventory and another is an estate planning inventory. 

Estate Planning

Click on the Estate Planning PDFEstate PlanningThen click download. You will see a message that indicates your PDF is being stored in your property documents area of HomeZada. You can keep your PDF in this area for record keeping or you can print and delete it. Keeping a record that is date stamped is highly recommended for better record keeping.

Estate Planning

To get to your Property Docs section to retrieve your estate planning PDF, you need to go back to your dashboard drop down and choose Property Details.

Estate Planning

Once you have selected property details, you will then select the documents tab.

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Scroll down your documents page until you reach  Inventory Estate [Property Name] [Date Range] PDF.

Estate Planning

Once you download the estate planning inventory document you will see a list of items assigned to specific person with some details.

Estate Planning

And if you continue within the PDF, you will see more details about the item and photos of the item.

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Please let us know if you have any questions about estate planning by reaching us at info@homezada.com or via our live chat at www.homezada.com

 

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