Personal Financial Records Worksheet – Rea CPA

It can be difficult to think about our own mortality, but it's something we must all come to terms with. To that end, the very best thing you can do is to be proactive and work to provide your loved ones with all the information they will need to settle your personal affairs after you've passed. Writing out your wishes and where to find your important information will provide you and your loved ones peace of mind. Don’t wait to compile this critical information.

Our helpful personal financial records worksheet provides you with a way to organize vital information regarding your estate and carry out your final wishes. In addition to completing this worksheet, we would like to encourage you to provide copies to select family members and/or place a copy in your safe deposit box.

Make your vital information a living, breathing document that helps carry on for you when you can no longer carry on yourself.

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The resources provided to you on this website are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.