How to Download Asset Information

You can view and print a list of all the assets you've added to your Estate Plan by downloading an Estate Plan Report:

1. In your Estate Plan, click on Summary in the left-hand sidebar.

2. Click Download in the top right corner.

This will download your Estate Plan Report, which includes details about your assets. While this step is optional and not legally required, it can provide helpful information to your Executor and Beneficiaries regarding your assets and plan.