Personal Property Memorandum Template

This Personal Property Memorandum (the “Memorandum”) is made by [Your Full Legal Name] on [Date].

Related Will (Optional): Last Will and Testament of [Your Name] dated [Will Date] (the “Will”).
Purpose: This Memorandum lists gifts of certain personal property, if permitted by applicable law and if referenced by my Will.

1. Revocation of Prior Memoranda

1.1 This Memorandum replaces and revokes any prior personal property memoranda I have signed, to the extent allowed by law.

2. Instructions

2.1 I intend this Memorandum to guide my Executor in distributing the listed items to the persons named.
2.2 If an item is sold, given away, or no longer owned by me at my death, that gift fails and the item will not be substituted unless my Will or law provides otherwise.
2.3 If a listed beneficiary does not survive me, the item will pass as provided in my Will (or under applicable law), unless I write a different instruction here: [Instruction].

3. Gifts of Personal Property

3.1 List each item and the intended recipient. Add details to avoid confusion (serial numbers, photos, location, description).

4. Item List

4.1 Item: [Description]
Location (Optional): [Where kept]
Recipient: [Full Name]
Relationship (Optional): [__]
Notes (Optional): [Serial number, story, special instructions]

4.2 Item: [Description]
Location (Optional): []
Recipient: [Full Name]
Relationship (Optional): []
Notes (Optional): [__]

4.3 Item: [Description]
Location (Optional): []
Recipient: [Full Name]
Relationship (Optional): []
Notes (Optional): [__]

(Add more items as needed.)

5. Storage and Updates

5.1 I will keep this Memorandum with my estate planning documents and will inform my Executor where it is stored.
5.2 I understand I may update this Memorandum by creating and signing a new version and clearly dating it.

Signatures

Signed by: [Your Full Legal Name]
Date: [Date]
Signature: ___________________________

Witnesses (If Required)

Witness Name: [Name]
Date: [Date]
Signature: ___________________________

Notary / Notarization (Optional)

State of [State]
County of [County]

On [Date], before me, [Notary Name], personally appeared [Your Full Legal Name], known to me (or satisfactorily proven) to be the person whose name is subscribed to this Memorandum, and acknowledged that they executed it for the purposes stated.

Notary Public Signature: _______________________
My Commission Expires: _______________________
Notary Seal (if applicable): ___________________