Get StartedThe Personal Fact Sheet is not a formal legal document; it is a worksheet that allows you to organize personal data and financial information. Optional sections include a summary of assets and liabilities, a summary of insurance policies, and a free-form paragraph. The final document should be stored in a location where the person who may become responsible for your affairs would expect to find such information.In addition to the organization of your financial matters, this document may be useful to your spouse or other family members if you become incapacitated or upon your death. It contains the type of information needed if another person is required to manage your financial affairs, such as a Conservator appointed by a court, or your Agent as designated under a Power of Atto