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Tangible Personal Property Memorandum

Category: Estate Planning | FinSeniors, Worthune.com

๐Ÿ“œEstate Planning
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Category: Estate Planning | FinSeniors, Worthune.com A Tangible Personal Property Memorandum (TPPM) is a powerful but underused estate planning tool. It lets you specify who receives your personal belongings โ€” jewelry, art, furniture, collectibles, heirlooms, vehicles โ€” without amending your will every time you change your mind. As long as your will references this memorandum, it can be legally binding in most states, and you can update it yourself at any time without returning to your attorney.

How a TPPM Works

๐Ÿ’ก Check your state's requirements. In some states the memorandum must be entirely handwritten and signed to be valid. Ask your estate planning attorney.

Section A: Jewelry & Watches

Section B: Art, Antiques & Collectibles

Section C: Furniture & Household Items

Section D: Vehicles & Recreational Equipment

Section E: Other Items of Significance

Signature Block

This memorandum is intended to be incorporated by reference into my Last Will and Testament dated: _____________ Signature: _______________________________________________ Printed Name: _______________________________________________ Date: _______________________________________________ Location: _______________________________________________ ๐Ÿ’ก Keep each dated version. Mark superseded versions 'REVOKED' or destroy them. Consult your estate attorney to ensure this memorandum is properly referenced in your will or trust.

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Disclaimer: The information provided in this content is for general educational and informational purposes only and does not constitute financial, legal, tax, or medical advice. Always consult a qualified professional before making decisions about your retirement, healthcare, or estate planning. For full terms see worthune.com/disclaimer.

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2 min
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Worksheet
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Estate Planning
Worthune

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