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other names: personal information sheet fact sheet
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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.

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

   

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