Estate planning starts here
A will or trust drafted from a complete inventory covers everything. Drafted from memory, it misses accounts.
One page your family could pick up tomorrow.
A personal financial statement for a retiree is a single record of retirement accounts, pensions, Social Security, property, and debts. Your estate attorney works from it, some care facilities ask for one, and the adult child who may need to step in someday will be glad it exists.
7 days free. No credit card.
Why retirement
needs a record.
Working years produced pay stubs. Retirement produces a dozen statements no one else has read.
Care applications ask
Some assisted living and long-term care programs ask for proof of resources. A ready statement answers in one page.
Someone may need to step in
If an adult child has to help, they should not be searching drawers for account numbers.
Simple to build,
easy to hand over.
Connect what connects, type the rest once, and share a PDF when the time comes.
Retirement accounts that sync
IRAs, 401(k)s, and brokerage accounts pull balances read-only through Plaid. Pensions and Social Security go in the income section.
The house, the way a lender lists it
Market value on one line, any mortgage or reverse mortgage on the other, so the equity is clear.
Share with family
Send a link to the PDF to a son, a daughter, or an executor. It expires when you choose, and no one gets your login.
Prints cleanly
The PDF is built to print. Keep a paper copy with your other documents if that is how you file.
What's
included.
Items marked Pro or Pro Plus need that plan. The free trial covers one connected bank, one statement, and one watermarked export.
- IRA, 401(k), pension, and brokerage balances
- Social Security and pension income in the income section
- Real estate with value and any mortgage or reverse mortgage
- Life insurance with cash value
- PDF export that prints cleanly
- Expiring share links for family and advisors
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Common questions.
Still have a question?
Get in touch
Do retirees need a personal financial statement?
Nothing requires it, but estate planning, care applications, a reverse mortgage, and a family emergency all go better with one already written. It is the one page that answers what exists and where.
How do I list a pension?
As monthly income in the income section. If the plan offers a lump-sum cash value, you can list that figure as an asset; the plan administrator can tell you what it is.
Is Social Security an asset?
It is income. There is no lump sum to withdraw, so record the monthly benefit in the income section.
What about a reverse mortgage?
List the house at market value as an asset and the reverse mortgage balance as a liability. The difference is your remaining equity. Update both once a year.
Can my children see it without my password?
Yes. Send them a link to the PDF. They see the document, not your account, and you can revoke the link at any time.
Start your statement.
Free for 7 days. No credit card.