Essential to the planning portion of your estate plan is a review of your assets. As part of every estate plan I prepare, I include a Table of Assets. The table itemizes all of your potential probate assets (real property, bank accounts, retirement accounts, etc.) and identifies how each should be titled. During the signing appointment, we will review this table, discuss each item, and determine which individual or entity should hold title or who the named beneficiary should be. This exercise gives you the information necessary to properly fund the trust and ensure that no assets go overlooked, potentially forcing your family into probate court.