Organizing your Personal Assets Package (California)

With this Organizing your Personal Assets Package, you will find the state specific forms that are necessary to organize your personal and financial affairs and achieve your financial goals. This package contains forms that are essential for analyzing your budget and planning for your spending and savings needs. Forms included also allow you to organize your important documents, ensure accurate record-keeping, and minimize time and expense involved in dealing with emergency situations. If purchased separately, these forms would be valued at $97.50. Save over 48%!

Included in your package are the following forms:

Cash Flow Statement

Retirement Cash Flow

Personal Monthly Budget Worksheet

Personal Property Inventory

Personal Planning Information and Document Inventory Worksheets - A Legal Life Document

General Durable Power of Attorney for Property and Finances Effective upon Disability

Sample Letter for Request for Credit Report


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