Today's Quote: Time is free, but it's priceless. You can't own it, but you can use it. You can't keep it, but you can spend it. Once you've lost it, you can never get it back.   — Harvey Mackay

Financial Worksheets

The worksheets that follow can be used to help put your "financial house" in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one.

The "fillable" Financial Worksheets can be completed in the Acrobat Reader, either online or offline, and saved. NOTE: You must have Acrobat Reader version 8 or later in order to save the "fillable" forms (click here to download the most current version of the Reader). In completing the "fillable" forms, enter whole numbers only and do not enter commas.

Be sure to contact my office if I can assist you with any of the planning needs covered by these worksheets.

  • Budget Organizer
  • Balance Sheet
  • Bank and Brokerage Accounts
  • Retirement Plan Inventory
  • Life Insurance Inventory
  • Professional Advisors
  • Document Checklist
  • Personal Property Disposition
  • Business Disposition
  • Funeral Instructions
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    Click below if you'd like a complete Financial Workbook and we'll send you a copy.
  • Financial Workbook (all of the above worksheets)
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    Thomas L Tousignant is a registered representative with Sunset Financial Services Inc.,a FINRA registered broker-dealer.Sunset Financial Services is registered to offer securities products in all 50 United States. Thomas L Tousignant is licensed to offer securities products in: Colorado,California,Nebraska,Nevada and Wyoming. Thomas L Tousignant is also licensed to offer insurance products in those same states.The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Thomas L Tousignant is properly licensed.

    *Securities offered through Sunset Financial Services, Inc. 3520 Broadway, Kansas City, Mo 64111
    Ph (816)753-7000 (Home Office)
    Member FINRA, SIPIC
    Sunset Financial Services, Inc. is not affiliated with The Masters Financial Group





      FINRA is located at www.finra.org.   SIPC is located at www.sipc.org.

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