Personal Property Memorandum

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Use this free Personal Property Memorandum to pass on items of personal property to loved ones, in conjunection with your Last Will and Testament.


Some states and provinces allow a testator (a person executing a will) to pass certain personal property to beneficiaries by using a written statement (memorandum) that can then be referenced in their Will.

The benefit to using a separate Memorandum form to list these items is that if you make any changes to it, you can replace the Memorandum without having to redo your Will.

You can use this downloadable free Personal Property Memorandum to leave personal belongings to family members, friends, and other beneficiaries as part of your estate plan. This document is designed to work together with your Will and helps simplify the transfer of your personal property after death.


What Is a Personal Property Memorandum?

A Personal Property Memorandum is a written document used to pass on any of your personal possessions that are NOT real estate, cash, or investment assets.

Common items included in a Personal Property Memorandum may include personal property not otherwise specifically addressed in the will, such as:

  • Jewelry
  • Furniture
  • Artwork
  • Family heirlooms
  • Antiques
  • Electronics
  • Collectibles
  • Household goods
  • Vehicles.


Benefits of Using a Personal Property Memorandum

Using this free Personal Property Memorandum offers several important estate planning advantages:

1. You Can Avoid Rewriting Your Will

One of the biggest benefits of a Personal Property Memorandum is flexibility. If you later decide to change which person is to receive a specific item, you can simply create a new memorandum instead of preparing an entirely new will.

2. You can Keep Your Estate Plan Organized

A separate Personal Property Memorandum gives you a way to maintain a detailed list of personal belongings and beneficiaries in one convenient document.

3. It Helps Reduce Family Disputes

Clearly identifying the recipients of your sentimental or valuable personal property can help reduce misunderstandings and conflicts among surviving family members.

4. It is Easy to Complete

This downloadable Personal Property Memorandum template includes instructions to help you properly complete and sign the document.

Legal Requirements

In general, a Personal Property Memorandum must typically meet the following requirements:

  • It must be specifically referenced in your Last Will and Testament.
  • It must adequately describe the items and beneficiaries so that your estate executor can know with reasonable certainty which items / beneficiaries are being referred to.
  • It must be signed and dated.

You should check the legal requirements in the state / province / territory that you live in, to determine if there are other requirements or restrictions on using a Personal Property Memorandum.

Once completed, the Memorandum should be kept with your original Will and your other estate planning documents (power of attorney, advance directive, etc.)


Download the Free Template

This free Personal Property Memorandum template is:

  • Downloadable instantly
  • Fully editable
  • Easy to use.

Help ensure your personal belongings are distributed according to your wishes with this simple and convenient  estate planning document.

Document Type: Microsoft Word
Last Updated: 18-June-2026
SKU: 9228
$0.00
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