Jewelry and Valuables Planning Guide

Jewelry and Valuables Planning Guide

Purpose, Practical Use, and Family Clarity

Part of the Legacy Binder Series. Designed to be used inside your Legacy Binder or as a standalone resource)

This 6-page guide helps you document, organize, and explain the story behind your most meaningful jewelry and personal valuables. These items often carry both financial value and deep emotional significance, and without clear guidance, they can become one of the most stressful and conflict-prone parts of settling an estate.

When used as part of a complete Legacy Binder, this guide serves as a clear, quick reference that helps your family find what they need and take the right next steps, even during moments of grief and urgency. When used on its own, it provides a structured way to capture what you own, where it is kept, and what you would like done with it.

What’s Included

• A quick inventory checklist for common jewelry and valuable item categories
• Detailed inventory logs to record descriptions, materials, locations, photos, and estimated values
• Space to document the personal story and meaning behind important pieces
• A non-legal personal guidance section to help clarify wishes for your family
• State law awareness overview on how separate personal property lists may be recognized
• Storage, access, and safe deposit box tracking pages
• Professional evaluation and ethical resale guidance
• Trusted local resource page for appraisers, jewelers, or estate professionals
• “What to do right away after a loss” reference page for families
• Family acknowledgment and personal note sections

Important Note

This guide is designed for use in all 50 states and reflects general rules and common practices. It is intended for organizational and family clarity purposes only. Final distribution of property is controlled by your will and other properly executed legal documents.

Disclaimer

This guide offers general educational and organizational information only. It is not legal, tax, financial, benefits, or medical advice. Life: Sorted, LLC is not a law firm and does not provide legal representation. For personalized guidance, consult a qualified professional in your state.

After purchase, you'll get your file instantly, no waiting required. Here's how:

• Check Your Email: Right after checkout, PayHip sends a receipt to the email you provided. Look for the subject line like "Your PayHip Purchase Receipt" (check spam/junk if not in inbox).
• Click the Download Link: In the email, find the secure link to your PDF (or files). Click it to download, it's valid for 30 days and works on any device.
• Open & Use: Save to your computer/phone, then open in Adobe Reader (free) or similar for fillable fields. Print if desired!

Questions? Reply to your receipt email. I'm here to help within 24 hours.