Get Personal And Financial Organizer

The Personal and Financial Organizer is a comprehensive tool designed to help you systematically gather information regarding your personal and financial situation. This guide will provide detailed instructions on how to fill out the form accurately and effectively online, ensuring you have everything you need in one place.

Follow the steps to complete the Personal and Financial Organizer online.

1. To begin, click the ‘Get Form’ button to access the Personal and Financial Organizer and open it in your preferred document editor.
2. In Section 1: General Information, enter your marital status and personal details including your legal name, contact information, and date of birth. Ensure accuracy as this information is fundamental to your living trust.
3. Still in Section 1, provide details regarding your children, including their legal names, dates of birth, and whether they require special care or are dependents.
4. In Section 2: Financial Information, answer questions regarding your real estate and other titled property, including descriptions, current value, and loan balances. Carefully calculate and enter the equity and total net value for each asset.
5. Continue in Section 2 by providing details about your bank accounts, stocks, loans, insurance policies, and any debts. It's important to be thorough and honest, as this will impact your estate planning.
6. Section 3 focuses on trust decisions; list your chosen trustees and guardians for your minor children, including their contact information. Be thoughtful in your selections, ensuring they align with your wishes.
7. In the Beneficiaries section, identify the individuals or organizations who will receive gifts from your estate. Specify whether you want these gifts to be distributed as cash or specific items.
8. In the Special Instructions at Incapacity section, indicate any specific wishes regarding the sale of assets or medical care preferences. Clearly state any decisions about life support and health care power of attorney.
9. Review all sections for accuracy and completeness. Editing any areas may be necessary to ensure all information is correct.
10. Once you have reviewed and are satisfied with the form, you can save changes, download, print, or share the document as needed.

Start completing your Personal and Financial Organizer online today!