As the year draws to a close, it’s the perfect time to tie up loose ends and plan ahead. Many families use this season to update documents, reflect on what matters, and prepare for the future. That makes it the ideal time to complete your year-end estate planning checklist.
AVI helps you document what matters, appraise what’s valuable, and protect what’s personal, so your estate is organized and your family is protected heading into the new year.
What to Include in Your Year-End Estate Planning Checklist
Before December ends, take time to review these important steps:
Scan Your Home
Use AVI’s 3D HomeScan to create a timestamped video inventory of the inside and outside of your home, capturing every detail. This is essential for insurance and estate documentation.
Appraise Valuables
Identify and appraise high-value or sentimental items such as antiques, artwork, or jewelry. AVI’s certified appraisals meet insurance and estate standards.
Review Your Records
Make sure all documentation is up to date, securely stored, and accessible to the appropriate people.
Share with Key People
Provide copies or access to your executor, estate attorney, or a trusted family member.
Plan for Regular Updates
Establish a routine for updating appraisals and scans every 12-18 months, or whenever a major change occurs.
Get Your Instant 3D HomeScan Quote
Why This Checklist Matters
Failing to document now can create unnecessary stress later. Families may face delays in settling an estate, undervalued claims, or even disputes among beneficiaries. AVI prevents those problems with professional, clear, and secure documentation services.
Browse our 6 different service packages and finish your year strong, with everything in place. You could also give us a call at 1 800-335-0513.