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Click ‘Get Form’ to open the Organizing your Personal Assets Package in the editor.
Begin with the 'Personal Monthly Budget Worksheet'. Enter your income and expenses in the designated fields. The worksheet will automatically calculate totals, helping you visualize your financial situation.
Next, move to the 'Personal Property Inventory'. Use this form to list all personal items. This is crucial for insurance purposes and estate planning.
Complete the 'Personal Planning Information and Document Inventory'. Document important details such as legal document locations, contact information, and medical data.
Fill out the 'Cash Flow Statement' to track incoming and outgoing funds. Adjust it according to your household's specific needs.
For retirees, utilize the 'Retirement Cash Flow' form to assess available funds for savings and investments based on itemized income and expenses.
Lastly, complete the 'Special Durable Power of Attorney for Bank Account Matters' if needed, ensuring that someone can manage your bank affairs when necessary.

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