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Finance Preferences Worksheet
1. Print this worksheet.
2. Enter the details about your Will, Living Trust, Direct Transfer of Assets, and List of Personal Belongings.
3. Make copies for your family, attorney, and Finance Agents.
4. Keep the original documents in your End-of-Life Binder.
Finance Preferences Worksheet for: _________________________
Will
Do you have a Will?
Yes___ No___
Where are your Will documents stored?
Original: _____________________________________________________
Copies: ______________________________________________________
Who is the executor of your Will?
Name: _______________________________________________________
Phone number: ________________________________________________
Email: _______________________________________________________
Address: _____________________________________________________
Relationship: __________________________________________________
Living Trust
Do you have a Living Trust?
Yes___ No___
Where are your Living Trust documents stored?
Original: _____________________________________________________
Copies: ______________________________________________________
Who is the successor trustee of your Living Trust?
Name: _______________________________________________________
Phone number: ________________________________________________
Email: _______________________________________________________
Address: _____________________________________________________
Relationship: __________________________________________________
Direct Transfer of Assets
Do you have any accounts set up for direct transfer of assets outside of your will or living trust?
Yes___ No___
Type of account or asset: _________________________________________
Location of asset: ______________________________________________
Payable to: ____________________________________________________
Phone number: ________________________________________________
Email: _______________________________________________________
Address: _____________________________________________________
Relationship: __________________________________________________
Personal Belongings
Do you have a List of Personal Belongings?
Yes___ No___
Where is your List of Personal Belongings stored?
Original: _____________________________________________________
Copies: ______________________________________________________