Organize Your Digital & Paper Files
Use these printable worksheets to help assist those in handling your personal affairs. Each document below is customizable for easy planning.
Websites / Apps in My Name
I have the following digital accounts in my name.
House Related Utilities and Services
I have the following services/utilities in my name.
Electronic Devices
Computers/laptops, cell phones, other electronic devices.
Form added soon.
Insurance Policies
Home, auto, life, health insurance details.
Form added soon.
Investment Accounts
Stocks, bonds, retirement details.
Form added soon.
Advisors / Important Contacts
Doctors, lawyers, accountants, and other important contacts.
Form added soon.
More digital planning worksheets coming soon.