Why should you inventory your property?

Help your liquidator or mandatary avoid time-consuming searches by letting them know the location of assets and important documents by means of a property inventory.

A patrimonial inventory is an inventory of your assets and liabilities, including bank accounts, investments, insurance policies, residential property, and all other elements of your estate and debts. This inventory also identifies the location of your property, digital assets and investments, including the name and address of the institutions where your bank accounts are located and other important documents and details.

In particular, this inventory will be used by your mandatary if your incapacity is established or by the estate liquidator to draw up a list of your assets and debts. Tracking down this information can significantly delay the settlement of a succession and prevent relatives from benefiting from their inheritance in a timely fashion. Your heirs will have difficulty assessing the value of what you are leaving them, and will not be able to evaluate whether the succession is in deficit, which would mean they should refuse the legacy.

A patrimonial inventory can also be used for redistribution of assets following separation or divorce, for example. Such a document would also be very useful in the event of an insurance claim, fire or other tragic event.

A patrimonial inventory is a simple and effective document that makes it possible to avoid these complications.

Download the form Patrimoine : votre guide 360 for free and inform your relatives of the existence of your assets.