Noting gifts during life

Gifts you make, you note while you are alive, on the day you make them or shortly after. The date, the amount, to whom, and whether there is a notarial deed. If there is a deed, you name the notary and the year, and where the copy is. If there is no deed, you name the bank statement or the folder in which the transfer is. So a later estate inventory does not have to invent the gift and also does not overlook it because no one remembers it any more. A gift in cash without paper is difficult. Then write what you know for certain and leave open what you cannot support. A round amount from memory is not a source and stays out of the line.

The amount is the amount on the document, with the date of that document. You do not fill in a prettier or rounder figure. If you no longer know the amount and the paper is not there, the amount stays empty and the name of the recipient stays if you do know it, with the task of looking for the paper. A gift that is on paper with the notary, you do not confuse with an ordinary transfer. You note only whether there is a deed, yes or no, and where it can be found. You do not retype the contents of the deed if you do not want them in the shared circle. The route is enough for someone who later must be able to request the deed from the office you name.

This note is not the gift and not a clause in a will. It describes what happened, as far as the papers show it. It does not say whether the gift is later deducted from someone's share. That question belongs with the deed and with the notary, later, not with an assumption of yours. The file appoints no heir and no executor. If you want a gift to remain the private property of your child, a separate line reminds you to ask the notary about an exclusion clause (uitsluiting) in a will. That reminder is not a clause. Ervazo stores the lines and does not send them to the notary or the bank. The date keeps the line usable.

A life file is a note for later. It is not a will, not a medical instruction and not advice. The gift lines keep the date, the amount, the recipient and where a deed can be found. They do not carry the gift out and they do not return it. A codicil has its own, strictly handwritten form and does not replace this list. Ervazo does not send the note to a doctor or a notary. A later estate inventory can lay the lines next to the statements. What is not on paper remains an open point and is not filled in after all with a guessed amount.