Sale Price:
$29.99
Original Price:
$49.99
This form covers what you have: checking and savings accounts, investment and brokerage accounts, retirement funds like 401(k)s and IRAs, life insurance policies, outstanding debts, digital accounts and passwords, and safe deposit box details.
(Looking for furniture, jewelry, or other belongings instead? That's our Personal Property Assets Form.)
This is meant to be a living document. Every new job, new account, or major financial change is a reason to update it. The point isn't to get it perfect once, it's to make sure your family is working from current information whenever they actually need it, not a version of your finances from five years ago.
What Our Customers Say:
“Becoming a new mom made me rethink differently about the future and the importance of being prepared for my children. My Planned with Purpose binder from Planned with Purpose, LLC gave me the guidance I needed to start setting my affairs in order simply and thoughtfully. It helped me organize my wishes, important information, and plans so my family would have clarity if anything ever happened to me. This binder gave me a peace of mind as a mother, and I truly believe every parent should have one.” — Kate K.
“Planned with Purpose is providing us the tools so we can plan our memorials, provide our financial information, how & what to do with our belongings so our families are not left with the burden of these decisions… The binder is keeping all of our information and documentation together in one spot which means we no longer have pieces of paper stuck in a file folder. This has been a real eye opener of what our families will go through if we don’t plan ahead. My parents passed away many, many years ago, I wished Planned with Purpose had been around at that time.” — William and Esther K.
Special Summer Sale: Complete your Planning Kit & Save!
Pair your Customizable Financial Assets Form with our End-of-Life Planning Binder for an organized planning system. You can also get the full suite of digital planning tools with our Funeral & End-of-Life Planning Bundle of 4 editable planning documents, which includes the Customizable Financial Assets Form, plus our Funeral Planning Questionnaire, Customizable Personal Property Assets Form, and the Family History Questionnaire.
Plus, act now and save 40% on our 4 Editable End-of-Life Planning PDFs + Binder products for a limited time! Click to add the items to your cart now before the sale ends.
This form covers what you have: checking and savings accounts, investment and brokerage accounts, retirement funds like 401(k)s and IRAs, life insurance policies, outstanding debts, digital accounts and passwords, and safe deposit box details.
(Looking for furniture, jewelry, or other belongings instead? That's our Personal Property Assets Form.)
This is meant to be a living document. Every new job, new account, or major financial change is a reason to update it. The point isn't to get it perfect once, it's to make sure your family is working from current information whenever they actually need it, not a version of your finances from five years ago.
What Our Customers Say:
“Becoming a new mom made me rethink differently about the future and the importance of being prepared for my children. My Planned with Purpose binder from Planned with Purpose, LLC gave me the guidance I needed to start setting my affairs in order simply and thoughtfully. It helped me organize my wishes, important information, and plans so my family would have clarity if anything ever happened to me. This binder gave me a peace of mind as a mother, and I truly believe every parent should have one.” — Kate K.
“Planned with Purpose is providing us the tools so we can plan our memorials, provide our financial information, how & what to do with our belongings so our families are not left with the burden of these decisions… The binder is keeping all of our information and documentation together in one spot which means we no longer have pieces of paper stuck in a file folder. This has been a real eye opener of what our families will go through if we don’t plan ahead. My parents passed away many, many years ago, I wished Planned with Purpose had been around at that time.” — William and Esther K.
Special Summer Sale: Complete your Planning Kit & Save!
Pair your Customizable Financial Assets Form with our End-of-Life Planning Binder for an organized planning system. You can also get the full suite of digital planning tools with our Funeral & End-of-Life Planning Bundle of 4 editable planning documents, which includes the Customizable Financial Assets Form, plus our Funeral Planning Questionnaire, Customizable Personal Property Assets Form, and the Family History Questionnaire.
Plus, act now and save 40% on our 4 Editable End-of-Life Planning PDFs + Binder products for a limited time! Click to add the items to your cart now before the sale ends.
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