My Net Worth Overview

An important task and commonly overlooked estate planning advice you need to focus on is creating a list of your assets—what you currently own (assets) and owe (debts). Doing this will help you not only figure out and document your net worth but it will also serve as the inventory list of resources later when family needs to step in to help or to settle your estate after you’re gone!

Don't know where to begin? No problem! We have created a comprehensive Net Worth Statement Overview Checklist to help you get it all figured out. Our intuitive, fillable sheet is designed to guide you step-by-step through the process of listing all your financial details. Plus, it auto-calculates as you go, giving you a real-time, accurate total of your net worth at the bottom when you are finished.

Imagine having a clear, organized picture of your financial situation at your fingertips. Whether you're planning for retirement, setting financial goals, or ensuring that your loved ones have the information they need, our Net Worth Overview sheet is an essential tool.

Here’s how it can benefit you:

• Simplify Financial Planning: By clearly listing your assets and debts, you can make informed decisions about investments, savings, and other financial plans.
• Prepare for Emergencies: Having a detailed net worth statement ready can be invaluable for your family during emergencies, ensuring they have all the information needed to manage or settle your estate.
• Achieve Peace of Mind: Knowing exactly where you stand financially brings a sense of control and peace of mind, making it easier to plan for the future.

Our Net Worth Statement Checklist is user-friendly, with fields for all types of assets and debts, including real estate, bank accounts, investments, loans, and more. It’s perfect for individuals of all ages, whether you’re just starting out in your career, approaching retirement, or anywhere in between.

Access your Net Worth Overview sheet instantly with our easy digital download!

Don't leave your financial future to chance. Start using our Net Worth Overview sheet today and take the first step towards comprehensive and effective estate planning.