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ApplyThis 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.
1.1 This Memorandum replaces and revokes any prior personal property memoranda I have signed, to the extent allowed by law.
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].
3.1 List each item and the intended recipient. Add details to avoid confusion (serial numbers, photos, location, description).
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.)
5.1 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.
Signed by: [Your Full Legal Name]
Date: [Date]
Signature: ___________________________
Witness Name: [Name]
Date: [Date]
Signature: ___________________________
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): ___________________
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For quick answers, scroll below to see the FAQ.
Frequently asked
A Personal Property Memorandum is a written list that says who should receive specific personal items (like jewelry, furniture, artwork, or heirlooms). In many places, a will can refer to a separate memorandum so you can update item gifts without rewriting the entire will.
It depends on your jurisdiction and whether your will properly references the memorandum and local law recognizes it. Some places require the memorandum to be signed and dated, and some limit it to tangible personal property (not money or real estate). This template keeps the terms general and includes optional signature and date fields.
Common items include tangible personal property: jewelry, watches, art, collectibles, furniture, tools, and vehicles (sometimes). It usually does not apply to cash, bank accounts, real estate, or business interests unless your law allows it.
Keep it with your will and tell your executor where it is. You can also keep a copy in a secure place. This template includes a storage note.
Often yes. Many people replace the memorandum with an updated version, signed and dated. This template includes a “revokes prior versions” line.
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