Why do we need a personal fact sheet?
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.
What information should be included in a fact sheet?
In your fact sheet, you can include information regarding your assets and liabilities, property information, insurance policies, Advance Health Care Directives, and Wills.
What document should be put in place in the event of death?
Documents: Wills. It’s no surprise here but one should have a will put in place in the event of death. This is the best way to let your loved ones know exactly what your wishes are. It is also important to include guardianship of your children in the event that both you and your spouse should die.
How to help your family in the event of your death?
One way to help your family in the event of your death is by leaving a way for them to easily handle your personal affairs in those first weeks. You can easily do this by creating an end-of-life planner or organizer.
What is the color of the after I am gone planner?
Update (05/25/20): The After I Am Gone Planner now comes in two versions: the one you see here in the post is the lilac planner with a wreath cover page and the other is more neutral with gray coloring, no wreath on the cover, and a different font. If you decide to purchase the planner, you will receive both versions of the planner.
Who do you leave your assets to?
Whom you choose to leave your assets to is up to you. However, if you have children, the best course of action is to create a trust that will cover their care.
Is the After I Am Gone Planner hard copy?
Update (02/19/2021): The After I Am Gone Planner is available as a hardcopy. Check out my shop <– for more details.
Why is it important to get your affairs in order?
Getting your affairs in order can be difficult, but it is an important part of preparing for the future, for you and your loved ones. It is important to gather as much information as possible to help ease the process . Here are a few questions that you may have and some answers that can help.
What to talk about with a lawyer about?
You may want to talk with a lawyer about setting up a general power of attorney, durable power of attorney, joint account, trust, or advance directive. Be sure to ask about the lawyer's fees before you make an appointment.
What is a durable power of attorney?
A durable power of attorney for health care lets you name the person you want to make medical decisions for you if you can't make them yourself. Make sure the person you name is willing to make those decisions for you. For legal matters, there are ways to give someone you trust the power to act in your place.
Did Ben know about Shirley's life insurance policy?
On the other hand, Ben always took care of family money matters, and he never talked about the details with Shirley. No one but Ben knew that his life insurance policy was in a box in the closet or that the car title and deed to the house were filed in his desk drawer.
Worksheet: Create Your Ethical Will
By leaving your family an Ethical Will, you'll be leaving something meaningful behind, so they—and future generations—can learn from you and remember your stories after you are gone.
Divorce Worksheet
Divorce is always difficult and complicated; this worksheet can help make the logistics a bit more manageable.
Emergency Evacuation Checklist
Here are the essential and irreplaceable items you need to gather when you don’t have much time to hit the road.
Checklist: Creating An Advance Health Care Directive
This downloadable checklist serves as a guide in helping you prepare your Advance Directive, and for any conversation you may have with your doctors or your family. ( NOTE: To locate and complete the legally valid form for your state use this resource: State-By-State Advance Directive Forms .)
Checklist: Name A Power Of Attorney
This checklist will prepare you for the conversations and decisions you’re going to have to make when naming a POA.
Worksheet: Pre-Planning Your Own Funeral or Memorial Service
Planning your own funeral or memorial service can provide peace-of-mind to you and your family.
Worksheet: Writing A Death Notice Or Obituary
Death notices and obituaries can have varying amounts of information; the information included is entirely up to you.