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Personal Fact Sheet Basics

A Personal Fact Sheet is a great way to know where your estate stands, or just to organize your personal and financial information. Whatever the reason, create a Personal Fact Sheet to compile and organize all your assets, financial information and more.

Use the Personal Fact Sheet document if:

  • You want to organize personal and financial information for personal use or for use by someone who will need to handle your affairs if you are unable to do so or die.
  • You want to provide summary information for the preparation of other documents.

Although it's not a legal document, using a Personal Fact Sheet is a great way to grasp an overview of all your financial matters. With all of your personal assets and financial information in one place, you'll be more organized and prepared for the future. The final document may be useful to other people too: Your spouse or family member may find the worksheet helpful should you become incapacitated or pass away. Also, should a conservator, executor or agent need to step in to handle your affairs, your Personal Fact Sheet can make their job easier. In your fact sheet, you can include information regarding your assets and liabilities, property information, insurance policies, Advance Health Care Directives, and Wills.

Other names for this document: Personal Information Sheet, Fact Sheet


Sample Personal Fact Sheet

More than just a template, our step-by-step interview process makes it easy to create a Personal Fact Sheet.

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Personal Fact Sheet Basics

Although it's not a legal document, using a Personal Fact Sheet is a great way to grasp an overview of all your financial matters. With all of your personal assets and financial information in one place, you'll be more organized and prepared for the future. The final document may be useful to other people too: Your spouse or family member may find the worksheet helpful should you become incapacitated or pass away. Also, should a conservator, executor or agent need to step in to handle your affairs, your Personal Fact Sheet can make their job easier. In your fact sheet, you can include information regarding your assets and liabilities, property information, insurance policies, Advance Health Care Directives, and Wills.

Other names for this document: Personal Information Sheet, Fact Sheet

Use the Personal Fact Sheet document if:
  • You want to organize personal and financial information for personal use or for use by someone who will need to handle your affairs if you are unable to do so or die.
  • You want to provide summary information for the preparation of other documents.
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