Frequently Asked Questions > Preparing for the Estate Planning Process > My assets, even my bank accounts, fluctuates daily in value. Do I have to give the attorney a value for all my assets?
Search the FAQ for entries containing:
Yes. Of course in this economy it is expected that values will be fluctuating a lot. Therefore an exact value of your investment portfolio is not necessary. Approximate values are satisfactory. You should be able to tell what you normally keep in your cash accounts. You probably will not have to provide your bank account numbers or investment account numbers, so do not spend time writing all these down.
Last updated on January 6, 2011 by Glenn Karisch
