Financial Snapshot Pack
A simple way to summarise your important legal and financial documents. Get the information out of your head and into the hands of your loved ones, for the time that they’ll need it most.
A simple way to summarise your important legal and financial documents. Get the information out of your head and into the hands of your loved ones, for the time that they’ll need it most.
A simple way to summarise your important legal and financial documents. Get the information out of your head and into the hands of your loved ones, for the time that they’ll need it most.
The Financial Snapshot Pack contains:
12 summary forms (typeable PDF forms)
The Financial Snapshot Guide (PDF)
Includes these forms for you to select from:
Make as many copies as you need for your personal use. The forms can be used no matter which country you live in.
Bank & Savings
Last Will & Testament
Personal Information
Employment Details
Retirement
Investments
Credit cards
Loans
Property
Business Shareholding
Insurance
Valuables