Personal affairs organizer 2026

1. Click ‘Get Form’ to open the personal affairs organizer in the editor.
2. Begin by filling out the 'Personal & Family Information' section. Enter your full name, Social Security Number, and date of birth. Include your citizenship and marital status, along with your home address and contact details.
3. Next, provide information about your spouse and children. Fill in their names, Social Security Numbers, dates of birth, and contact information as required.
4. Move on to the 'Financial Information' section. List all bank accounts, brokerage accounts, retirement accounts, and insurance policies. Be sure to include estimated values and ownership details.
5. In the 'Who Will Handle My Estate or Trust' section, identify key individuals such as your attorney, accountant, financial advisor, and executor. Provide their names and contact information.
6. Complete the 'Beneficiaries' section by detailing special gifts and distribution instructions for your estate.
7. Finally, review all entries for accuracy before saving or sharing your completed organizer.

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