Make a Financial Snapshot for your loved ones
We can’t control how life unfolds — but we can control how organised we are.
Financial Snapshots are a set of simple, editable PDF forms designed to help you summarise your most important financial information in one clear place — so your loved ones can easily find what they need if something happens to you.
When I was 11, my life changed suddenly after my father passed away. Alongside our grief, my family was left facing uncertainty and chaos — simply because important information wasn’t written down or easy to access.
Financial Snapshots was created to prevent that experience for others. By completing the forms over a few short sessions, you can relieve your mental load by turning the information only you may know into clear, written summaries for your loved ones.
To make your own Financial Snapshot:
Gather all your important
documents
Get out all your personal legal and financial documents. The Financial Snapshot Pack gives a list of the type of information to gather.
Just do enough
For each piece of information, create a short summary by filling in “essential” information on the Financial Snapshot Form. By doing this, you will have already achieved a lot! You may always go back and add more details.
Keep it in a safe place
Print out your The Financial Snapshot so your loved ones don’t need to deal computer logins and passwords. Keep it in fireproof waterproof pouch that’s stored it in a safe place, along with a copy on a USB drive. You may also like to start a Heaven Sent Box for your family.
Tell someone you trust
Tell someone where you have stored your Financial Snapshot. They needn’t know what’s inside only where it is.
Frequently Asked Questions
-
Yes — in fact, people with simple finances often find this the most helpful.
Even when things feel straightforward, your loved ones still need to know where things are and who to contact. Financial Snapshots brings everything together in one clear place, so nothing is left to guesswork during an already difficult time.
-
Most people complete it over a few short sessions.
You don’t need to do it all at once. Many people start with what they know and finish it over a weekend, or a couple of evenings. You can move at your own pace and come back to it whenever you like.
-
Not at all.
You only complete the sections that are relevant to you, and you can do them in any order. Many people start with the basics and add more detail over time. Progress — not perfection — is the goal.
-
You’ll receive an immediate digital download on screen after your purchase.
If you miss the download link, you’ll also receive an email from no-reply@squarespace.info with access to your files. If you don’t see it in your inbox, please check your spam folder.
Your download includes all the forms, along with a simple guide that explains what each one is for and how to approach it without feeling overwhelmed. You can start with the easiest parts and build from there, at your own pace.
-
No — and it’s not meant to be.
Financial Snapshots complements your will and legal documents by capturing the practical information your loved ones need right away — things like accounts, contacts, and where documents are stored. It helps turn legal intentions into real-world clarity.
-
That’s completely normal.
Most people don’t. You can start with what you know and fill in the rest as you go. The forms are designed to gently show you what information might be missing, so you can gather it over time.
-
Financial Snapshots is for anyone who wants to make life easier for the people they care about.
It works whether your situation is simple or complex. If you have very specialised legal or business structures, you may also want professional advice — but Financial Snapshots still provides a clear foundation that supports those conversations.
-
Because it removes mental load today — not just “one day”.
People often tell us they feel an immediate sense of relief once everything is written down. You don’t need to finish everything to benefit. Starting now means you’re no longer carrying it all in your head.
Get it all in one place for your loved ones
The Financial Snapshot Pack makes it simple to summarise all your personal legal and financial information.
What people are saying
When my parents asked for my help to redo their Will, I turned to the Financial Snapshot. They’re both in their 70s and English is their second language. I was surprised at how simple, stress-free and helpful it was in building a complete picture. They went to the lawyers with their Financial Snapshot and a summary of their wishes and within an hour they were done, no additional investigative meetings required. I highly recommend this process to save you stress, time and money.
- Jany, Sydney Australia
Join my Finding Money Calm Newsletter
In each newsletter I’ll share real stories & new actions to help you reach financial stability. I promise honest, straightforward knowledge that works.