Create Your Document In Just 3 Easy Steps:
What is a Personal Fact Sheet?
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.
When to use a Personal Fact Sheet:
- 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.