Document Your Legacy with Clarity
Estate planning requires knowing exactly what you have. Create a comprehensive personal financial statement that helps your attorney, family, and future executors understand your complete financial picture.
Time to Completion
An Estate Planning Financial Statement is a comprehensive inventory of your assets and liabilities used by attorneys to draft wills, trusts, and beneficiary designations. Estate planning is about more than just writing a will—it's about ensuring your life's work passes to the people and causes you care about most. But effective estate planning is impossible without knowing exactly what you have. After decades of working, investing, and building wealth, your assets are likely spread across multiple banks, brokerages, retirement accounts, and properties. Your estate attorney can't draft proper beneficiary designations for accounts they don't know exist, and your family can't inherit assets they can't find. StatementsReady helps you create a comprehensive inventory of everything you own, making estate planning more effective and giving your loved ones a clear roadmap when they need it most.
Why Estate Planning Requires Complete Financial Clarity
Effective estate planning depends on understanding your total net worth. Incomplete information leads to gaps in your plan and complications for your heirs.
Scattered Financial Information
After decades of working and investing, your finances are spread across multiple institutions. Consolidating this information manually is time-consuming.
Keeping Heirs Informed
Your family needs to know what exists and where to find it. Without documentation, assets can be missed or forgotten after you're gone.
Attorney Requirements
Estate attorneys need a detailed asset inventory to draft proper wills, trusts, and beneficiary designations. Save attorney fees by coming prepared.
Your Complete Financial Picture, Organized
StatementsReady helps you create and maintain the comprehensive financial documentation your estate plan requires.
List all assets including retirement accounts, life insurance, real estate, investments, and personal property with current values.
Watch your net worth grow over time. Annual snapshots help you and your advisors track progress toward goals.
Share view-only access with your spouse, adult children, or executor. They'll know what exists without needing your login.
Add details like account numbers, institution contacts, and special instructions. Make it easy for heirs to locate everything.
Generate a professional PDF your estate attorney can use directly when drafting your will or trust documents.
Why Estate Planners Choose StatementsReady
Your legacy deserves clarity. We help you document your wealth so your wishes can be properly executed.
Complete Inventory of Your Life's Work
Our guided process helps you identify every account, property, and asset you've accumulated. Nothing gets forgotten or left behind.
Keep Your Attorney Informed
Share your statement directly with your estate attorney. They'll have the complete picture needed to draft comprehensive documents.
Annual Update Reminders
Your financial picture changes. We help you keep your statement current so your estate plan remains accurate and effective.
Secure Family Access
Grant view access to your spouse, adult children, or executor. When the time comes, they'll know exactly what exists and where to find it.
Estate Planning Documentation Package
How It Works
Creating your personal financial statement is simple with StatementsReady.
Connect Your Accounts
Securely link your bank accounts via Plaid or enter information manually. Your choice.
Review & Customize
Verify your information, add any additional assets or liabilities, and customize as needed.
Export & Share
Download your professional PDF or share via secure link. Ready for your lender or attorney.
Frequently Asked Questions
Do I need a personal financial statement for a will?
While not legally required, having a comprehensive financial statement makes estate planning much more effective. Your attorney can draft more complete documents, and your executor will have a roadmap of your assets.
How do I value life insurance for estate planning?
For estate planning purposes, list life insurance at its death benefit amount (the payout), not the cash value. This represents what your estate or beneficiaries will receive.
Should I include business ownership in my estate statement?
Yes. If you own a business or partnership interest, include it with your estimated share value. This is critical information for succession planning and will drafting.
How often should I update my estate planning documents?
Review your financial statement annually and after major life events (marriage, divorce, birth, death, major purchase). StatementsReady makes updates quick so you can keep your estate plan current.
Can I share my statement with my financial advisor?
Absolutely. You can grant secure view access to your financial advisor, estate attorney, or accountant. Collaboration helps ensure your estate plan is comprehensive and coordinated.
Start Documenting Your Legacy Today
Don't leave your family guessing. Create a comprehensive personal financial statement that makes estate planning easier and ensures your wishes are clear.
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