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Home > Caring for Someone > Financial Information > Information for Family and Friends of People at the End of Life > Make a Financial Inventory
Make a Financial Inventory—My Financial Inventory List
A financial inventory is a list of:
- Your financial assets and loans, account numbers, and companies and contact information
- Important documents and paperwork and where those can be found
- Key people to contact
- The following worksheets may help you get started. Once completed, keep them in a safe place—and tell a trusted relative or friend where you keep them.
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Financial Worksheets
- Make an inventory of your finances My Financial Inventory Worksheet [PDF]
- Determine where you stand—My Assets, Liabilities, and Net Worth Worksheet [PDF]
- Set goals—My Financial Goals Worksheet [PDF]
Download a state-specific advance directive
Find a local hospice provider
Free resources on a wide range of
end-of-life topics.
