Getting Affairs in Order Worksheet

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This worksheet is designed to guide you through the process of organizing your personal and financial affairs. The goal is to provide peace of mind for both you and your loved ones by having all important information and wishes documented and accessible.

What Are The Theories Behind This Worksheet?

The development of this worksheet is grounded in practical theories related to estate planning and life transition planning, emphasizing the psychological comfort that comes from preparedness. These theories highlight the importance of proactive actions to manage life’s uncertainties, drawing from principles of Behavioral Economics which implies understanding the decisions individuals make in planning for the future.

How Will This Worksheet Help You?

This worksheet will help you:

  • Streamline the process of organizing important documents.
  • Ensure that your wishes regarding assets, health care, and personal care are known and can be followed.
  • Reduce the burden on family members during challenging times by providing them clear guidance.

How Should You Use This Worksheet?

Take your time to fill out each section thoughtfully. It’s a good idea to review and update the information periodically or after significant life changes. Keep the completed worksheet in a secure but accessible place, and let your loved ones know where to find it.

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