Worksheet: Managing A Large Cash Windfall
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- Arnold Ward
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1 Worksheet: Managing A Large Cash Windfall Getting Started If you recently came into a lot of money -- inheritance, legal settlement, gambling/lottery win here s how to get organized and plan for your new wealth. This worksheet includes the following: Professionals & s Estate Planning Documents You Have Or Need Types Of Insurance You Have Or Need Financial Accounts & Investments Property & Assets Debts & Loans Worries & Concerns Future Purchase Wishlist Charity & Gifts Remember Create an Everplan to easily and securely update and share this vital info with the people you love and trust Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 1 of 5
2 TEAM OF PROFESSIONALS & TRUSTED ADVISORS You need to hire people who know how to deal with large sums of money. If you don t have any pros, make assembling a team your top priority. (Note: A could be anyone in your life you trust implicitly.) Attorney Financial/Accountant Insurance Agent OFFICIAL DOCUMENTS If you have the following documents, make sure someone you trust knows where they are. If you don t have them, have your team of professionals get to work. Will Trust(s) Power Of Attorney Other (Advance Directive, Divorce Decree): INSURANCE INFO Get a handle on all the types of insurance you have, as well as any types you may be interested in purchasing for when you meet with an agent. Life Insurance Health Insurance Car Insurance Home Insurance Renters Insurance Long-Term Care Insurance Funeral Insurance Disability Insurance Disaster Insurance Other Insurance Policies (Example: Umbrella, Liability, Personal Articles): 2015 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 2 of 5
3 FINANCIAL ACCOUNTS, INVESTMENTS, RETIREMENT FUNDS Have a recent account statement for each, location of related items (example: checkbooks, passbooks), and account/login and password for online management. Checking Money Market Stocks Mutual Funds 401(k) IRA Pension (SEP / SARSEP) Emergency Fund Savings Certificate Of Deposit (CDs) Bonds Military Benefits 403(b) Roth IRA 529/College Savings Other (Example: Trust Fund, Specific Benefits): PROPERY & ASSETS Real Estate (owned) Real Estate (rented/leased) Motor Vehicles Boats, Other Vehicles Valuables & Other (Collectibles, Artwork, Jewelry, etc ): DEBTS & LOANS This is a chance to erase all those debts and loans, so make sure you account for them all. Credit Card Debt Loans (Car, Student, Personal) Mortgage Other (Example: Debit Card, Settlements/Support): 2015 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 3 of 5
4 WORRIES & CONCERNS With wealth comes stress. Write down every possible worry you have as a starting point for when you speak with your team of professionals and trusted advisors. What are some of the issues or problems you see arising from your newfound fortune? (Example: taxes, greedy family, shady friends or acquaintances): FUTURE PURCHASE WISHLIST Here s where you get to have some fun -- because what good is having money if you can t spend it? Write down whatever you desire knowing this list can be altered depending on how much you ll be able to spend. Things you need (Example: home repairs, medical treatment not covered by insurance): Things you want (Example: mansion, fancy car, lavish trip): 2015 Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 4 of 5
5 CHARITY & GIFTS The most rewarding part of a newfound fortune is the ability to share it with friends, family, favorite causes, and charities. What causes do you find most important? What charities do you find most important? List out some people in your life you believe deserve a gift in the form of cash or assets. NOTES & PERSONAL THOUGHTS Use this section for any important information, personal thoughts, or anything we may have missed. Remember, you can do this all online. Create an Everplan so this info, along with much more, is neatly organized, securely stored, and easy to share with the people you care about most. CREATE YOUR FREE EVERPLAN NOW: Create, store, and share all of the digital and online account information in this document (and so much more) in a personalized Everplan so it s accessible to those who will need it Beyondly, Inc. This guide should not be taken as legal, financial or medical advice. Page 5 of 5
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