Get Personal Affairs Organizer

The Personal Affairs Organizer is a comprehensive tool designed to assist users in gathering essential information for developing a will and other estate planning documents. By filling out this form online, you can ensure that your affairs are in order and that your wishes are known.

Follow the steps to complete the Personal Affairs Organizer.

1. Press the ‘Get Form’ button to access the Personal Affairs Organizer and open the document in your preferred online editor.
2. Begin with Section I, Personal & Family Information. Enter your full name, Social Security number, and date of birth. Provide your citizenship status and marital status, along with your home address, email address, and cell phone number.
3. If applicable, fill in your spouse's information, including their name, Social Security number, date of birth, citizenship, home address, email address, and cell phone number. Also, list your children's names, their addresses, and dates of birth.
4. Move to Section II, Financial Information. Include details about your bank accounts, brokerage accounts, retirement accounts, and insurance policies. Specify the estimated value and ownership for each account.
5. List details about your real estate, such as your primary residence or any vacation/rental homes. Include the address, estimated value, mortgage balance, and ownership information.
6. Describe personal property, including items like jewelry or vehicles, noting their value, location, and ownership.
7. Proceed to Section III, Personal Accounts. Record information for any relevant online accounts, including websites, usernames, and passwords.
8. In Section IV, specify who will handle your estate or trust. Provide names and contact details for your attorney, accountant/tax advisor, financial advisor, and insurance agent.
9. Designate your executor by providing their name and relationship to you. Additionally, name guardians for any minor children, including their relationship.
10. Turn to Section V to identify beneficiaries for cash gifts and property. List the names and descriptions of gifts for individuals and organizations, as well as traditional beneficiaries and distribution instructions.
11. Finally, review Section VI on decisions for incompetency. Indicate if you have a living will, and list the names of individuals you wish to appoint as agents for financial and healthcare decisions.
12. Once all sections are completed, make sure to save your changes. You can then download, print, or share your filled Personal Affairs Organizer as needed.

Get started on your estate planning today by filling out the Personal Affairs Organizer online.