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Finance Essentials Worksheet
1. Print this worksheet.
2. Enter the details about your Financial Agents and List of Assets and Liabilities.
3. Make copies for your family, attorney, and Financial Agents.
4. Keep the original documents in your End-of-Life Binder.
Finance Essentials Worksheet for: _________________________
Durable Power of Attorney for Finances
Do you have a Durable Power of Attorney for Finances?
Yes___ No___
Where are your Durable Power of Attorney Documents stored?
Original: _____________________________________________________
Copies: ______________________________________________________
Who is the designated agent for handling your finances?
Name: _______________________________________________________
Phone number: ________________________________________________
Email: _______________________________________________________
Address: _____________________________________________________
Relationship: _________________________________________________
List of Assets and Liabilities
Do you have a complete list of the assets and liabilities in your estate?
Yes___ No___
Where is your List of Assets and Liabilities stored?
Original: _____________________________________________________
Copies: ______________________________________________________