Organize your personal and financial information: Personal Fact Sheet
What is a Personal Fact Sheet?
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.
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.
Have questions about your Personal Fact Sheet?
Whether you're preparing your Personal Fact Sheet, reviewing one someone sent you, or just want to understand it better, here's how to get help.
- Understand what it says or review it. Use our AI legal assistant to ask questions about your Personal Fact Sheet, understand what it says, and spot anything that may need a closer look.
- Ask an attorney a question. Connect with an attorney for legal information, with a written answer within one business day or a live consultation.
- Get advice on what to do. For privileged, confidential advice about your specific circumstances and next steps, book a Legal Advice Session with an attorney.
Sample Personal Fact Sheet
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PERSONAL INFORMATION
Prepared on
Personal information for:
| Name |
| Address |
| , |
| SSN |
| Date of birth |
| Phone |
Executor:
| Name |
| Address |
| , |
| Phone |
Co-Executor:
| Name |
| Address |
| , |
| Phone |
Co-Executor:
| Name |
| Address |
| , |
| Phone |
Alternate Executor:
| Name |
| Address |
| , |
| Phone |
Alternate Co-Executor:
| Name |
| Address |
| , |
| Phone |
Alternate Co-Executor:
| Name |
| Address |
| , |
| Phone |
| Name |
| Name |
| Address |
| , |
| Phone |
| Name |
| Name |
| Address |
| , |
| Phone |
Trustee:
| Name |
| Address |
| , |
| Phone |
Co-Trustee:
| Name |
| Address |
| , |
| Phone |
Co-Trustee:
| Name |
| Address |
| , |
| Phone |
Successor Trustee:
| Name |
| Address |
| , |
| Phone |
Successor Co-Trustee:
| Name |
| Address |
| , |
| Phone |
Successor Co-Trustee:
| Name |
| Address |
| , |
| Phone |
Trustee:
| Name |
| Address |
| , |
| Phone |
Co-Trustee:
| Name |
| Address |
| , |
| Phone |
Co-Trustee:
| Name |
| Address |
| , |
| Phone |
Successor Trustee:
| Name |
| Address |
| , |
| Phone |
Successor Co-Trustee:
| Name |
| Address |
| , |
| Phone |
Successor Co-Trustee:
| Name |
| Address |
| , |
| Phone |
Agent:
| Name |
| Address |
| , |
| Phone |
| Relationship |
Alternate Agent:
| Name |
| Address |
| , |
| Phone |
Alternate Agent:
| Name |
| Address |
| , |
| Phone |
Alternate Agent:
| Name |
| Address |
| , |
| Phone |
Alternate Agent:
| Name |
| Address |
| , |
| Phone |
Alternate Agent:
| Name |
| Address |
| , |
| Phone |
| Total Bank Accounts |
| Total IRA Accounts |
| Total Retirement/Profit Sharing Accounts |
| Total Investment Accounts |
| Total Value of Stocks |
| Total Value of Bonds |
| Total Value of Real Estate |
| Total Business Interests |
| Total Vehicles |
| Total Personal Property/Household Furnishings |
| Total Other Assets |
| Total Loans |
| Total Other Liabilities |
