Financial and Insurance Information Worksheet

A Gift of Clarity and Peace of Mind for Your Loved Ones

This thoughtfully designed worksheet helps you compile and organize all your essential financial and insurance details in one secure place—ensuring your wishes are honored and your family is protected.

 A Step-by-Step Worksheet to Secure Your Legacy—and Your Family’s Future.

Why This Worksheet Matters:

✔ Eases the Burden on Family – Spares loved ones from stressful guesswork during difficult times.

✔ Ensures Nothing is Overlooked – Covers accounts, policies, contacts, and key instructions.

✔ Protects Your Legacy – Turns preparation into an act of love, leaving clarity instead of confusion.

What’s Included:

• Financial Accounts (banks, investments, pensions)

• Insurance Policies (life, health, property)

• Key Contacts (advisors, agents, attorneys)

• Personal Wishes & Notes (location of documents, special requests)

Perfect For: Seniors creating a preplanning binder, caregivers assisting with organization, or advisors helping clients prepare, adult children preplanning for their parents.

Part of the PrePlanning Guide Series – More than paperwork, it’s peace of mind.

Because your family deserves clarity, not chaos.