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OTHER NAMES Personal Information Sheet 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.

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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