Worksheets

Easy to follow Time to Remember worksheets are downloadable templates that make sure your loved ones have the information they need to take care of you and the things you value. Customize the worksheets to suit your needs.

Time to Remember worksheets are available for download immediately after purchase.*

Complete the forms in any order after downloading them. Store them on your computer, in the cloud, or print each one as a hard copy. We strongly recommend that you review and update your completed forms periodically or as your needs evolve, such as new contact information, more belongings acquired or paid off, relationship changes, etc.

*No refunds or exchanges

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Who Will Manage the Estate?

Use the criteria listed on this worksheet to select the right person for this crucial role.

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Who to Ask for Help

Make sure Successors know how to quickly contact people or organizations to provide physical and emotional help when needed.

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Financial Accounts

This tool will guide you to easily compile information about bank accounts and organizations that send bills or payments.

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Artwork and Jewelry

Successors will be able to see at a glance the worth and significance of your items of value.

Appliances and Electronics

List appliances and electronics to make assessing them easier for Successors and for real estate agents when selling a home.

People to Contact

List contact information for anyone who should be quickly informed of your passing.

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End-of Life Planning Documents

Where's your will? Advanced Directive? Powers of Attorney? List the info on this form.

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Family History Interview Guide

Use this to guide heartfelt conversations with loved one about your life, history and values.

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