Make a Financial Inventory—My Financial Inventory List

A financial inventory is a list of:

  • Your financial assets and loans, account numbers, and companies and contact information
  • Important documents and paperwork and where those can be found
  • Key people to contact
  • The following worksheets may help you get started. Once completed, keep them in a safe place—and tell a trusted relative or friend where you keep them.    

 Financial Worksheets

Identify Sources of Financial Help
Financial Advice
Financial Information for People Facing the End of Life
Plan a Funeral/Memorial Service
Find a Financial Planner


National Hospice and Palliative Care Organization,

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